Specialty-EHR go-to-market analytics architecture organized across four maturity layers — governance, descriptive, diagnostic, prescriptive — so Sales, Marketing, and Finance can share a source of truth without sharing a surface.
Funnel diagnostics by specialty and metro — what's dropping off and where, named — surfaced inside the views the team already uses for pipeline review.
ConvertPath used in mock pre-QBR sessions
Account scoring grounded in fit + intent signals from public data, with conversion math that survives quarterly review.
Anchored to MGMA/HFMA benchmarks and CMS NPPES
A metric registry with conflict resolution and anomaly detection so close-the-books forecasts trace back to a defined source.
A natural-language layer where any function can ask 'why are we losing X' and get a structured answer with cited sources — not a black-box recommendation.
AskGTM returns sourced reasoning, not bare numbers
| Option | Multi-stakeholder fit | Adoption friction | Source-of-truth integrity | Build effort | Verdict |
|---|---|---|---|---|---|
| Centralized BI dashboard (one surface for all three) | ◐ | — | ● | ● | |
| Per-function surfaces over a shared metric registry | ● | ● | ● | ◐ | ← chosen Function-specific surfaces match the rituals each team actually uses — Sales lives in funnel views, Finance in close-the-books cycles, Marketing in scoring loops. The registry keeps definitions reconcilable without forcing a uniform interface. The 4× build cost (four maturity layers, multiple consumer surfaces) is justified by the documented failure rate of single-dashboard rollouts in cross-functional GTM contexts. |
| Embedded analytics in the CRM (Salesforce-native only) | — | ◐ | — | ● |
Per-function surfaces over a shared metric registry
chosenFunction-specific surfaces match the rituals each team actually uses — Sales lives in funnel views, Finance in close-the-books cycles, Marketing in scoring loops. The registry keeps definitions reconcilable without forcing a uniform interface. The 4× build cost (four maturity layers, multiple consumer surfaces) is justified by the documented failure rate of single-dashboard rollouts in cross-functional GTM contexts.
Centralized BI dashboard (one surface for all three)
Embedded analytics in the CRM (Salesforce-native only)
A four-layer analytics architecture organized by decision maturity — each function enters at the layer that matches its rituals and crosses into others when needed.
4 maturity layers
Governance · Descriptive · Diagnostic · Prescriptive
7 mapped
Each tied to a specific decision moment
5 sources
CMS NPPES · Medicare PUF · Census · MGMA · HFMA
End-to-end demo
Synthetic + public data only · no proprietary or patient data