The periodic check of a call plan, distribution list or target list against what the accounts on it and off it actually did.
A target list review compares the list to the outcomes: accounts on the list that produced nothing, accounts off the list that produced something, and the age of the list. It is the same shape on a pharma call plan, a trading desk's distribution list and a field team's target accounts. The output is the two lists, remove and add, with the evidence beside each name.
The list is compared with outcomes: accounts on it that produced nothing, accounts off it that produced something, and the list's age. The output is a remove list and an add list with evidence.
Of 120 targets, 31 wrote nothing in two cycles. Eighteen accounts not on the list are among the territory's top fifty by volume.
Reviewed by asking reps who should be on it.