Home Dashboard

The Vault CRM Basics Home Dashboard lets you quickly see and monitor your medical insights and interactions activity.

1. Record Owner

Toggle between viewing metrics and data for All Records (all activity in your Vault) or My Records (only your activity).

2. Last 30 Days

A count of how many Medical Interactions and Medical Insights have been created in the last 30 days.

3. Medical Interactions Over Time

A bar chart of Medical Interactions over time. Hover your mouse over a bar to see the exact date and count of the interactions for that day.

4. Recently Interacted HCPs

A list of HCPs with recent medical interaction activity, along with some details, including the number of Medical Interactions. Click one of the links to quickly go to that account.

5. Recently Modified Medical Interactions

A list of Medical Interactions that have recently been modified, along with some details.