User Experience

When downloading a market share report on the hospice solution by county (1 or multiples), the excel file splits the numbers and the percent into two tables. This is very confusing and would be easier to translate if the columns were sequential wi...

The globe is not intuitive. The thought process is, "I am in Home Health, I want to go to Hospice," so I click on "Home Health" which is visible at the top. In addition, quite often the globe is invisible off the bottom of the screen.

Although Trella is mentioned as the source on the leave behind, it is not marked on presentations. It would be very helpful to add to presentations a footnote that explains the Trella data as the source for the charts as well as the time period th...

Many physicians do not update their NPI and are registered in states that are not available to a customer, but the physician is providing care in the market in which they serve. The customer is unable to see this information.

Productize the presentations and minimize steps and complexity

on the explore page, it would be helpful to have a filter that allows you to filter by owner to find all agencies owned by that entity.

The top 5 physician sources are not meaningful for most reps, and in some cases managers. We need users to be able to customize the physicians included in the list.

When I am on an Analyze page, I'd like to see more details on the metrics provided in the Sales Spotlight/Insights dashboard, but I am not sure where the data lives. I'd like to be able to click on the tile and be taken to the table for the data l...

add a search bar to search by name or email domain for the users weekly/monthly usage report.

In Insights, in the Physicians section of the Explore feature, I can see the notation (Dir) next to the name of a medical director, but it does not carry over to the export. I would like to be able to have that as a separate field.