Vault Tip: Get the Most out of Dashboards

Have you ever asked any the following questions?

• How many documents went through our review process last quarter? How many were ultimately approved? How long did it take on average to review a document? Did the approval time differ by brand? By agency?
• Are jobs being adequately distributed across our teams? Are some members overloaded while others don’t have enough to do? Do we have the right number of resources for the coming quarter?
• How do I make sure that documents are not falling through the cracks? Pieces that are expiring and need to go through periodic reviews — are we looking at them? Tasks that are coming due — are users completing them on time?

If so, you can now create easy-to-read, graphic dashboards that provide real-time answers to these and other equally important questions.

Creating a Dashboard is Easy

So how do you create a dashboard?

First, dashboards get their data from reports, a feature we released in V4. Because dashboards are built on top of reports, you can bring together key performance metrics from different reports onto a single dashboard page to gain at-a-glance insight. When you run a dashboard, Vault runs the underlying reports in real time so you can see the latest metrics.

Here’s a sample dashboard that you can create to answer common promotional materials questions:

“Are we doing a good job in getting pieces through the review process with the minimum number of cycles? How does it compare by brand?”

To create a dashboard like this, you simply select the report that contains the metric of interest, in this case, “MLR Cycle Count” and select the relevant grouping for each dashboard component: CholeCap vs. VeevaProm.

In this example, the chart is a “gas meter gauge.” This chart gives you the option to define target bands so you can quickly see how each brand is doing and if improvements need to be made.

Coming Soon

We launched Vault dashboards with a single chart option, the “gas meter gauge,” but we will soon roll out additional options such as columns charts, bar charts, and pie charts. Here’s an example of what you will be able to do in the future.

“Last quarter, how many approval meetings were required to approve a piece? How does it compare across brands?”

This chart groups all approved documents in the last quarter by number of meetings required for approval, then the values are stacked by brand. From this chart, you can see that most of the pieces did not need a meeting, while only a few pieces required 3.

We’d love to hear what you think about dashboards and how we can make them better. To submit your ideas, join the conversation at the Veeva Vault GetSatisfaction Community – accessible through the help link on any Vault page and then go to the Share Product Feedback section.

As you experiment and begin making dashboards of your own, please consider sharing them with others in our Vault community by clicking on our help link in the upper right on any Vault page and then clicking on the “Submit a product enhancement idea or vote on ideas submitted by others” link in the Share Product Feedback section. You can enter your idea or find and vote on one that is similar. Be sure to indicate “Dashboards & Reports” in the Related Product pop-up to ensure others can find it.