Jeffrey Marshall
Sales Representative • Commercial • Sales
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Snapshot
Calls attainment
491%
123 / 25
Units attainment
281%
28 / 10
Coverage
—
No HCOs in book
Engagement
Called today
Interactions (last 12 weeks)
123
123 / 25 (491%)
HCPs reached (last 12 weeks)
22
Last call
Today
May 4, 2026
Net units (last 12 weeks)
28
28 / 10 (278%) · $51K net dollars
AI · Suggestions
Suggested this week
4 priorities for Jeffrey based on recent activity, account motion, and watch-list status. Click a row to expand prep details. Generated 3h ago.
- Maple Centerhco
Down 93% vs prior period (-14 units, now at 1 unit); near-total volume collapse requires urgent intervention despite Untiered status.
●Highpriority Down 91% vs prior period (-10 units, now at 1 unit); severe decline mirrors Maple Center and warrants immediate outreach.
●HighpriorityTier 2 account up 100% vs prior period (+10 units to 20 units); capitalize on momentum before growth plateaus.
●Lowpriority- Cedar Centerhco
Up 75% vs prior period (+3 units to 7 units); rising trajectory worth reinforcing even at Untiered status.
●Lowpriority
Calls — weekly
13 most recent weeks for Jeffrey Marshall
Net units — weekly
Signed units (sales − returns), 13 most recent weeks attributed to Jeffrey Marshall · last sale May 31, 2026
Top HCOs by Units
Top accounts in last 12 weeks for Jeffrey Marshall
| # | HCO | Type | Location | Units | Net dollars |
|---|---|---|---|---|---|
| 1 | Northwest Center | Group Practice | West Jonathan, AZ | 20 | $36K |
| 2 | Cedar Center | Group Practice | Cortezshire, MO | 7 | $13K |
| 3 | Maple Center | Group Practice | Wadefort, AZ | 1 | $990 |
| 4 | Brookside Center | Group Practice | Barrettmouth, AZ | 1 | $1K |
HCPs to re-engage
Jeffrey's engaged HCPs with no contact in 60+ days
1 warning · 3 info
Top HCPs called
By calls in last 12 weeks
| # | HCP | Specialty | Calls |
|---|---|---|---|
| 1 | Andre Parsons, MD | Dermatology | 17 |
| 2 | Daniel Williams, DO | Rheumatology | 12 |
| 3 | Rhonda Bennett, MD | Allergy/Immunology | 11 |
| 4 | Brianna Campbell, MD | Allergy/Immunology | 10 |
| 5 | Julia Dudley, MD | Rheumatology | 9 |
| 6 | Tonya Davidson, MD | Allergy/Immunology | 9 |
| 7 | Whitney Robbins, MD | Family Practice | 8 |
| 8 | Jessica Ryan, DO | Pediatrics | 6 |
| 9 | Wesley Miller, MD | Dermatology | 6 |
| 10 | Heather Steele, MD | Rheumatology | 5 |