Using My Targets as Your Daily Workflow Dashboard

My Targets is where your saved lists live—turning into your personal sales intelligence dashboard. Learn how to use it to track opportunities, stay focused, and build a repeatable daily workflow.

By Jim Sagar — Founder, Rehinged · Published 2025-11-18

My Targets is where your saved lists live — and it becomes your personal sales intelligence dashboard as soon as you save your first list.

Whether you're a wound care rep, DME account manager, hospice outreach coordinator, or a market analyst, My Targets helps you stay organized, revisit high-value facilities, and monitor changes over time.

This guide shows you how to use My Targets to track opportunities, stay focused, and build a repeatable daily workflow.

1. What Is "My Targets"?

My Targets is a dedicated space where you can save and manage all the facility lists you generate using Ask Rehinged or the Providers search module.

Each saved list includes:

It acts as your personalized targeting dashboard, keeping your best opportunities just one click away.

2. How Lists Get Into My Targets

There are two ways a list can be saved:

A. From Ask Rehinged

After asking a question, click Save to My Targets.

Examples:

B. From Providers Search

After applying filters in the Providers tab, click Save to My Targets.

Examples:

Both paths lead to the same unified view in My Targets.

3. What You See in Each Saved List

Every list displays key metadata at a glance:

Inside a list, you'll see:

This is where targeting becomes data-driven and repeatable.

4. How to Use My Targets as Your Daily Workflow Dashboard

A. Begin Each Day by Opening Your Saved Lists

Your highest-value lists are front and center.

Common examples:

This becomes your launch pad for outreach.

B. Sort Facilities by Relevance

Inside each list, sort by:

This helps you decide:

C. Personalize Outreach Using Score Drivers

Your saved lists maintain the Score Drivers for each facility.

Examples:

Score Drivers tell you exactly what to say in outreach.

D. Keep Up With Monthly Changes

Every month, when CMS releases updated data:

This turns My Targets into a living dashboard, not a static list.

You always know:

E. Use My Targets to Plan Routes & Territory Management

Because My Targets maintains:

…you can quickly:

5. What Happens Next?

After establishing My Targets as your daily workflow, the next step is preparing for automation:

Visit AI Agents (Preview) to see upcoming automations:

These agents will eventually integrate directly into My Targets to automate even more of your workflow.