---
id: business-development-overview
title: Business Development overview
module: business-development
audience: [bd]
roles: [bd_rep, bd_manager]
type: concept
estimated_minutes: 4
last_reviewed: 2026-07-01
app_route: /facility/{facility_uuid}/bd-dashboard
related:
  - business-development-log-call-and-visit
  - business-development-ai-route-suggestions
  - crm-overview
tags: [business-development, dashboard, routing, spend]
---

# Business Development overview

The Business Development dashboard centralizes your outreach activity, spend tracking, and AI-generated route suggestions in a single screen.

![Business Development dashboard showing widgets and the quick-add strip](../../assets/bd/dashboard.png)

*Business Development dashboard. Widgets occupy the main canvas; the quick-add strip provides one-tap shortcuts to the most common tasks.*

## Rep-scoped by default

The dashboard is **scoped to you** — reps see their own practices, patients, and activity. Managers and admins get a **rep filter** to view a specific rep's dashboard (or unassigned records). Manager-level tools live in the separate **BD Management** surface (team dashboards, coaching, practice assignment, mileage).

## Dashboard widgets

| Widget | Purpose |
|---|---|
| **Monthly Spend** | Summarizes marketing and entertainment spend for the current month. Links to the full spend log. |
| **New Patients Queue** | Lists recently converted referrals attributed to your outreach. |
| **Next Best Action** | Your daily outreach queue from a round-robin cycle across your practices — it shows progress as "X of Y practices contacted" so you work through your book evenly. |
| **AI Route Suggestions** | Proposes practices worth visiting today. See [AI Route Suggestions](./ai-route-suggestions.md). |
| **Today's Route** | The practices you've added to today's route. |

## Quick-add strip

The quick-add strip provides one-tap shortcuts to the most common BD workflows:

| Action | What it opens |
|---|---|
| **Log Call** | Phone call logging form — practice, contact, outcome, next steps. |
| **Add Spend** | Spend entry form — category, amount, associated practice, receipt upload. |
| **New Visit** | In-person visit log form — date, practice, contact, visit notes. |
| **New Contact** | Adds a physician, office manager, or referral coordinator to a practice. |

A **voice recording** option lets you capture a call or visit by voice instead of typing; the recording is attached to the activity.

## Related

Auto-rendered from `related:` in frontmatter.