Morgan Williams
Sales Representative • Commercial • Sales
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Snapshot
Calls attainment
798%
179 / 22
Units attainment
369%
472 / 128
Coverage
—
No HCOs in book
Engagement
Called today
Interactions (last 12 weeks)
179
179 / 22 (798%)
HCPs reached (last 12 weeks)
75
Last call
Today
May 4, 2026
Net units (last 12 weeks)
472
472 / 128 (368%) · $850K net dollars
AI · Suggestions
Suggested this week
5 priorities for Morgan based on recent activity, account motion, and watch-list status. Click a row to expand prep details. Generated 3h ago.
Tier 1 account down 64% (-7 units) vs prior period with only 4 units remaining — highest-priority declining account by tier.
●HighpriorityTier 2 account collapsed 94% (-17 units) to just 1 unit — near-total loss requiring urgent intervention.
●HighpriorityDown 77% (-17 units) to only 5 units remaining — largest absolute unit loss among untiered declining accounts.
●HighpriorityUp 132% (+49 units) to 86 current units — largest absolute volume gain in the book, worth reinforcing momentum.
●LowpriorityUp 2100% (+21 units) to 22 current units — fastest-growing account in the book, early engagement could lock in trajectory.
●Lowpriority
Calls — weekly
13 most recent weeks for Morgan Williams
Net units — weekly
Signed units (sales − returns), 13 most recent weeks attributed to Morgan Williams · last sale May 31, 2026
Top HCOs by Units
Top accounts in last 12 weeks for Morgan Williams
| # | HCO | Type | Location | Units | Net dollars |
|---|---|---|---|---|---|
| 1 | Greenwood Dermatology Clinic | Clinic | Richardton, VA | 122 | $216K |
| 2 | Greenwood Center | Group Practice | Lake Amanda, NY | 86 | $154K |
| 3 | Northwest Medical Center | Hospital | Millerfort, IN | 74 | $137K |
| 4 | Cedar Immunology Clinic | Clinic | Melissaberg, VA | 58 | $107K |
| 5 | Brookside Center | Group Practice | Port Howard, NY | 33 | $58K |
| 6 | Northwest Center | Group Practice | Janetfort, NY | 22 | $40K |
| 7 | Brookside Center | Group Practice | Baldwinberg, NY | 12 | $22K |
| 8 | Vista Dermatology Clinic | Clinic | New Brandon, IN | 12 | $22K |
| 9 | Cedar Center | Group Practice | Port Franciscomouth, NY | 10 | $17K |
| 10 | Brookside Allergy Clinic | Clinic | Scottport, NY | 10 | $17K |
HCPs to re-engage
Morgan's engaged HCPs with no contact in 60+ days
10 info
Carrie Barrett, PA (Pediatrics)
62 days since last contact · Tier Untiered
Kristina Olson, MD, PhD (Dermatology)
70 days since last contact · Tier Untiered
Judy Austin, MD (Allergy/Immunology)
73 days since last contact · Tier Tier 2
Steven Ramos, DO (Internal Medicine)
73 days since last contact · Tier Untiered
Anthony Bender, MD (Dermatology)
74 days since last contact · Tier Untiered
David Mckinney, DO (Pulmonology)
74 days since last contact · Tier Untiered
Stuart Barnett, MD (Allergy/Immunology)
80 days since last contact · Tier Untiered
Adrian Brooks, MD (Dermatology)
80 days since last contact · Tier Untiered
Nathaniel Hansen, MD (Allergy/Immunology)
82 days since last contact · Tier Untiered
Sheila Young, NP (Other)
82 days since last contact · Tier Untiered
Top HCPs called
By calls in last 12 weeks
| # | HCP | Specialty | Calls |
|---|---|---|---|
| 1 | Michael Douglas, MD | Rheumatology | 8 |
| 2 | Heather Patterson, DO | Allergy/Immunology | 8 |
| 3 | Timothy Moore, NP | Rheumatology | 5 |
| 4 | Julie Anthony, MD | Allergy/Immunology | 5 |
| 5 | Nicholas Jones, MD | Family Practice | 5 |
| 6 | Cody Ballard, MD | Dermatology | 5 |
| 7 | Michael Lee, DO | Allergy/Immunology | 4 |
| 8 | Brandon Phelps, PA | Dermatology | 4 |
| 9 | Steven Edwards, MD | Allergy/Immunology | 4 |
| 10 | Christine Miller, PA | Dermatology | 4 |