Field Medical Insights & Performance Command Center

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Autonomous field medical intelligence

Every interaction an MSL logs flows straight through summarization, theme & gap detection, KPI refresh, and an always-current executive pack — no manual rollups.

What changed

Auto-generated from the live dataset — updates the moment a new interaction is ingested.

    Attention queue

    Open items across approvals and escalations.

    Monthly volume

    Tier 1 coverage

    Follow-up SLA by region

    Log an MSL interaction

    This represents a new row being entered into the field spreadsheet. Submitting it fires the pipeline: summarize → detect → KPIs → pack, live below.

    Selecting Face-to-face follow-up required triggers a notification event (see Setup) and opens a Human-in-the-Loop approval. Larger group meeting is the explicit exception — no individual notification fires.

    Recently logged

    DateMSLHCPTypeNext stepTrigger

    Insight theme momentum

    Share of captured insights, most recent quarter vs. the one before.

    Sentiment mix

    Across all captured insights in the live dataset.

    Tier 1 coverage & engagement gaps

    Coverage goal: contact within 180 days. Gap score weights tier and recency.

    Highest-priority re-engagement

    HCPTerritoryDays since contactGap score

    Territory attainment

    Interactions vs. quarterly target, by territory.

    Monthly interactions

    Follow-up SLA by region

    KPI definitions

    KPIFormulaGoal

    Human-in-the-loop approvals

    Every face-to-face follow-up must be signed off by both approvers before it closes.
    Approvers: Conrad Banks · Miles Banks
    HCPMSLTerritoryFlaggedStatus

    Escalation log

    Mirrors the fields written to the connected Google Sheet by the Apps Script automation.
    HCP nameDateDescriptionCrit.MSLComments

    Executive review pack

    Regenerated from the current dataset every time the pipeline runs. Export produces a light-background, dark-text slide deck.

    Executive summary

      Monthly trend

      Theme momentum

      Tier 1 coverage

      How the live automation works

      This page is the analysis & approval layer. Real, always-on email delivery runs independently inside Google Sheets, so it keeps working even when nobody has this page open.
      1
      MSL enters a row in the connected Google Sheet — including the "Next Step Required" column.
      2
      Apps Script watches every edit. If Next Step = "Face-to-Face Follow-Up", it emails cbankslead@gmail.com and mileambrosebanks@gmail.com automatically.
      3
      Exception: "Group Meeting (HCP Included)" never triggers an individual notification — it's a larger meeting, not a 1:1 follow-up.
      4
      Human-in-the-loop: the row stays "Pending Approval" until both Conrad Banks and Miles Banks mark their column Approved. Either one marking Denied returns it to the MSL.
      5
      Escalations (face-to-face triggers, overdue follow-ups, negative-sentiment insights, Tier-1 coverage gaps) are appended automatically to the Escalation Log tab, matching this page's Escalation Log view.

      Apps Script — Code.gs

      Paste into Extensions → Apps Script on a Google Sheet with the two tabs described below, then run initialize() once and authorize it.

      Sheet tabs required

      MSL_Interaction_Log

      Timestamp · MSL Name · HCP Name · Territory · Interaction Type · Next Step Required · Notes · Notified · Conrad Banks Approval · Miles Banks Approval · Record Status

      Escalation_Log

      HCP Name · Date of Escalation · Escalation Description · Level of Criticality (H/M/L) · Affiliated MSL · Comments