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Appointment

Description​

The Appointment data model provides insights into scheduled appointments, their details, assigned sales representatives, and associated business partners. It helps in tracking meetings, managing sales interactions, and monitoring appointment-related activities.

Key Metrics​

  • Number of Appointments: Total count of scheduled appointments.
  • Completed Appointments: Number of appointments marked as completed.
  • Pending Appointments: Number of scheduled but not yet completed appointments.
  • Cancelled Appointments: Number of appointments that were cancelled.
  • Appointment Duration: Average duration of appointments.
  • Appointments by Sales Representative: Breakdown of appointments by assigned sales reps.
  • Appointments by Business Partner: Analysis of appointments based on associated business partners.
  • Appointments by Location: Distribution of appointments based on city or country.

Benefits​

  • Improved Scheduling Efficiency: Provides visibility into appointment schedules, helping optimize sales activities.
  • Enhanced Sales Performance Tracking: Helps track individual sales representatives' appointments and engagement.
  • Better Business Partner Engagement: Allows businesses to analyze how often they interact with different partners.
  • Data-Driven Decision Making: Supports managers with data to optimize sales meetings and improve customer relations.

Views & Reports Available​

ViewDescription
Appointment OverviewProvides an overview of all scheduled appointments, including date, duration, and assigned representatives.
Appointments by Sales RepDisplays the number of appointments assigned to each sales representative.
Appointments by Business PartnerTracks appointment interactions based on associated business partners.
Appointments by LocationShows the geographical distribution of scheduled appointments.
Appointment Status ReportAnalyzes completed, pending, and cancelled appointments.