## Dashboard

The solution includes a native Dataiku [dashboard](dashboard:MORBud2) and one interactive Dash webapp, each designed for a specific persona and decision context.  All views feed from the [final_dataset_sql](dataset:final_dataset_sql) and the [solver_metadata](dataset:solver_metadata) output generated by the periodic optimization run.


### Dashboard Tab 1 — NBA Recommendations Overview
*Personas: Sales Representative · Marketing Operations*

The operational weekly planning view. Provides a full picture of the current cycle's action plan - how many actions were selected, how budget was allocated across channels, and where the highest-value opportunities sit by specialty and practice type. Includes the NBA Action Assistant for ad-hoc HCP queries, outreach drafting, and compliance questions without leaving the dashboard.

**Tab contents:**
- KPI tiles - total actions, priority and strong candidate count, total   actions cost
- Channel Recommendation Distribution - channel mix for the current cycle
- Total Expected Cost and Projected Impact by Channel - cost-to-value   relationship across all five channels
- HCP Priority Lists - field channels (Traditional Comms) and digital channels (Digital Comms) ranked by expected impact and coloured by engagement tier
- NBA Action Assistant - embedded agent supporting HCP discovery, recommendation explanation, outreach drafting, compliance checks, email sending, and CRM logging

### Dashboard Tab 2 — Territories Overview
*Personas: Territory Manager · Sales Manager · Commercial Leadership*

Territory-level oversight and gap detection. Designed for weekly team planning and resource allocation decisions across the full HCP portfolio. Combines headline KPIs, a detailed territory performance table, channel mix analysis, and gap detection views to give managers a complete picture of where to focus attention each cycle.

**Tab contents:**
- KPI tiles - highest Rx volume territory, most successful engagements territory, highest expected impact territory
- Territory Summary Table — one row per territory with avg expected impact, total cost, total Rx volume, historical engagements, and avg success rate
- Recommendation Mix by Territory — channel breakdown for top territories
- Territory Scatter Plot — expected impact vs success rate per territory, sized by HCP count
- Priority Tier Table by Segment × Channel — confirms high-value HCPs are receiving high-touch channels
- Coverage Gap Table — Priority and Strong Candidate HCPs not contacted in 30+ days, sorted by expected impact
- Territory Performance Treemaps — side-by-side contrast of high and low performing territories coloured by Rx volume

### Dashboard Tab 3 — Commercial Monitoring
*Personas: Commercial Excellence · Data Science*

System performance monitoring and budget scenario planning. Designed for weekly operational checks and monthly budget review conversations with leadership. Combines commercial context charts with an embedded what-if scenario tool that allows teams to test alternative budget configurations and compare results against the baseline before committing to a plan.

**Tab contents:**
- Expected Impact by Specialty — projected Rx uplift distribution across therapeutic areas
- Expected Cost by Practice Type — budget distribution across practice settings
- What-If Scenario webapp — parameter panel (field budget, media budget, channel caps) with a single button that saves variables and triggers the what-if optimization scenario
- Scenario comparison charts — baseline vs what-if total expected impact by channel and action volume by channel
- Scenario delta table — side-by-side summary of changes in actions, cost, impact, and efficiency

### Sales Rep Interactive App
*Personas: Sales Representative · Marketing Operations*

A Dash webapp providing an interactive HCP-level view with advanced filtering, sortable action table, and a drill-down detail panel for each HCP. Designed for reps who need more granular control than the native dashboard provides. Covered in detail in the Sales Rep Interactive App article.