ACCOUNT INTELLIGENCE / TEAM WORKSPACELocal file analysis
THE ACCOUNT PICTURE

Territory overview.

Top customers by state. The detail behind every account.

Start with your TBM report

Upload a workbook to find your top 10 accounts in each state
and open a complete account review.

or drop it here · XLSX, CSV, TSV · up to 50 MB
01

Choose a state

States and accounts come directly from your report.

02

Set the three months

Review a full period with prior-period comparisons.

03

Open any account

See drug mix, monthly trends, and payer programs.

Which reports can I upload?

Use the standard TBM transaction-detail workbook, including Member Name, State, Product Name, YearMonthNum, QUANTITY, and NET $ ALL. Older reports with Post Date, Net Qty, Net Sales, and Contract Description are also supported. Member Ref Id, address, city, Description, and Wholesaler Parent Name provide account matching and purchasing-program detail. A matching CSV export also works. Pivot-only workbooks and older XLS files need a detail-sheet export.

ACCOUNT REVIEW