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When are Key Metric values updated at the Territory Information Bar of a Territory record in Veeva Align?

  • Updated

Overview:

When are Key Metric values updated at the Territory Information Bar of a Territory record in Veeva Align?

Answer:

Key Metric counts on a Territory record are updated when Align detects changes in related Territory, Geography Territory, Account Territory, or MCCP Target records (this includes newly created records, deleted records, or changed End-Dates).

 

These changes are reflected in the Align UI when any of the following scenarios occur:

  1. Navigating to the related Territory record directly or via the Territory List (Territory Map must be enabled in the Align Settings)
  2. Navigating to the Production Territory or Field Force Hierarchy Tree pages
  3. A Scheduled Job is run on the Territory

Notes:

  1. It may take several minutes for the updates to reflect in the Align UI.
  2. The Modeling Total Number of HCPs /Total Number of HCOs values depend on the Planned Publish Date of the project, the process will only count Model Account Territory records with a Start Date <= Planned Publish Date and an End Date >= Planned Publish Date.

Related Documentation:

Align Help Documentation:

 

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