Settings

Manage your account preferences and notifications.

A periodic summary of activity in your scope. Pick a cadence and sections; edits apply on the next scheduled send.

Disabled

FrequencySend daySend hour (your timezone)TimezoneActivity timeframeWindow the digest summarizes — picks affect KPI snapshot + top entities.

Sections to include

KPI snapshot

Interactions vs prior period, HCPs reached, reps active.

Top signals

Highest-severity items from your inbox (lapsed HCPs, drops, off-pace).

Off-pace goals

Reps + territories trailing their pro-rated pace.

Top HCPs

Most-engaged HCPs in the period.

Top HCOs

Most-engaged HCOs in the period.

Top reps (manager only)

Top performing reps. Only sent to managers + admins; reps don't see this section even if checked.

More settings coming soon

Default dashboard filters, theme, branding, and SSO will live here. Ping your admin for organization-wide settings today.