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Today's view of activity, sales, and what needs attention. Filters apply to every panel below. Open advanced reports →

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Today

AI · Summary

Since your last visit · generated 6h ago

The most urgent item is the quota pace risk on two territories: Antonio Young (PAC14) is at only 57 of 240 units for Q2, running at 63% of pace and needing 4 units/day for the remaining 57 days, while Rebecca Smith (LIB16) is at 109 of 472 units, also at 62% of pace and needing 7/day — both are alerts, not warnings, and neither trajectory looks comfortable without intervention. On the account side, Northwest Center in Michaelfort, VA dropped 80% (96 → 19 units) and Atlantic Center in Port Sarahbury, NC fell 74% (121 → 32 units), the two sharpest volume collapses in the declining set; Vista Center in East Jennifer, TX also shed 125 units (-63%) and represents the largest absolute loss this period. Watch list has Greenwood Immunology Clinic (South Brett, MD, rep Amanda Morales) with no sale since 2025-12-18 — the longest lapse on the list at roughly 5+ months — and Vista Medical Center (Port Wendy, GA, rep John Walker) dark since 2026-01-03. There's also $469K in unmapped McKesson distributor revenue across IN, GA, and WI (36, 9, and 19 rows respectively, last seen as recently as 2026-05-31) that needs to be attributed before it distorts territory crediting. Have the sales ops team resolve the McKesson mapping immediately, and get a manager touchpoint with Antonio Young and Rebecca Smith this week to stress-test their account plans for Q2.

This period

Interactions (last 12 weeks)

10,487

10,487 / 1,621 (647%) · 8,969 live · 1,518 drop-off

HCPs reached (last 12 weeks)

3,773

Active reps (last 12 weeks)

60

Net units (last 12 weeks)

19,549

19,549 / 5,275 (371%) · $35.2M net dollars

Trends

Calls — weekly

13 most recent weeks

Net units — weekly

Signed units (sales − returns), 13 most recent weeks

Things to act on

Account motion

Largest unit gains in last 12 weeks vs the prior equal-length window. Customers in both periods only.

#HCOPriorPeriodΔ UnitsΔ %
1Rockies General Hospital
Denisefurt, OH
19146+127+668%
2Atlantic Center
Laurenmouth, OH
13108+95+731%
3Northwest Health
Jenniferview, NJ
65142+77+118%
4Riverside Memorial Hospital
New Michael, TX
276+74+3700%
5Maple Center
Shawland, WA
72140+68+94%
6Cedar Center
New Michelle, NJ
98166+68+69%
7Liberty Center
Debbieburgh, IL
472+68+1700%
8Riverside Allergy Clinic
Christopherville, CA
118185+67+57%
9Riverside Pharmacy Services
Lake Kennethfort, CA
45110+65+144%
10Crestline Center
New Joshua, OH
47112+65+138%

Rollups

HCP tier coverage

Share of in-scope HCPs in each tier with at least one interaction in last 12 weeks. Universe is HCPs assigned to any visible territory in Veeva.

  • Tier Tier 1
    97%493 / 507
  • Tier Tier 2
    91%876 / 966
  • Tier Untiered
    68%2,404 / 3,527

All reps

70 reps in the tenant — sorted by sales attainment (lowest first). Click a name for their detail page.

RepCallsCalls attainNet unitsUnits attainLast call
Karen Williams
Sales Representative
175884%357167%0d ago
James Moore
Sales Representative
162677%179171%0d ago
Mike Reid
Sales Representative
172677%90184%0d ago
Rebecca Smith
Sales Representative
129959%334189%0d ago
Brittany Quinn
Sales Representative
156720%119208%0d ago
Antonio Young
Sales Representative
77687%190212%5d ago
Bryan Martinez
Sales Representative
168592%180234%0d ago
Mitchell Harris
Sales Representative
107818%538257%0d ago
Carol Lopez
Sales Representative
163590%117257%0d ago
Elaine Perez
Sales Representative
133516%463265%0d ago
Bailey Reeves
Sales Representative
232661%172269%0d ago
Jeffrey Marshall
Sales Representative
123491%28278%0d ago
Vernon Nelson
Sales Representative
231727%648290%0d ago
Corey Espinoza
Sales Representative
170875%320301%0d ago
Joseph Curry
Sales Representative
164732%197303%0d ago
Christopher Bowers
Sales Representative
170711%254309%0d ago
Allison Wilson
Sales Representative
1161035%312313%0d ago
Lisa Dixon
Sales Representative
224722%102314%0d ago
Alexis Ford
Sales Representative
174490%469314%0d ago
Jamie Williams
Sales Representative
175937%109317%0d ago
David Anderson
Sales Representative
183544%338317%0d ago
Janet Young
Sales Representative
135602%563319%3d ago
Amanda Morales
Sales Representative
207701%348328%0d ago
Taylor Decker
Sales Representative
147539%416328%0d ago
John Russell
Sales Representative
204815%269330%0d ago
Jesse Jordan
Sales Representative
197522%544335%3d ago
Marcus Smith
Sales Representative
238595%319336%0d ago
Kevin Payne
Sales Representative
173441%364350%2d ago
Morgan Williams
Sales Representative
179798%472368%0d ago
Patricia Berg
Sales Representative
233476%182372%0d ago
Chelsea York
Sales Representative
217593%464375%0d ago
Jeremiah Jones
Sales Representative
199873%333391%3d ago
Nancy Smith
Sales Representative
227646%86397%0d ago
Larry Adams
Sales Representative
147656%669417%0d ago
Alan Heath
Sales Representative
167630%357419%0d ago
James Williams
Sales Representative
183605%483427%0d ago
Tina Valdez
Sales Representative
210703%700428%0d ago
Mary Curtis
Sales Representative
214764%360434%0d ago
Sydney Reeves
Sales Representative
179798%630440%0d ago
Christina Green
Sales Representative
141619%209444%0d ago
Alexander Johnson
Sales Representative
232640%368460%0d ago
Timothy Smith
Sales Representative
158813%90463%0d ago
Marcus Mccall
Sales Representative
205616%372467%0d ago
John Walker
Sales Representative
174716%173468%0d ago
Maya Chen
Sales Representative
182716%526469%0d ago
Jim Ho
Sales Representative
181457%205481%0d ago
Christy Burke
Sales Representative
188578%651492%3d ago
Kimberly Moyer
Sales Representative
214409%313496%0d ago
Laura Smith
Sales Representative
226775%181515%0d ago
Christina Cantrell
Sales Representative
213877%201522%0d ago
Connie Carlson
Sales Representative
142776%277533%0d ago
James Foster
Sales Representative
111646%670535%0d ago
Calvin Gardner
Sales Representative
158622%346545%0d ago
Tara Kaufman
Sales Representative
114649%52580%0d ago
Vincent Adams
Sales Representative
110718%435588%0d ago
Tyler Newton
Sales Representative
219533%182667%0d ago
Ashley Gonzalez
Sales Representative
165901%105703%0d ago
Joshua Mendez
Sales Representative
160751%116757%0d ago
Dan Kerr
Sales Representative
141629%150787%0d ago
Michael Clark
Sales Representative
193483%75836%0d ago
Antonio Valencia
Regional Manager
00Never
Ariana Santiago
National Director
00Never
Christina Horn
Regional Manager
00Never
Devon Harris
Western Region Manager
00Never
Janet Lopez
Regional Manager
00Never
Jeremy Myers
National Director
00Never
Kelsey Rowe
Regional Manager
00Never
Lisa Thompson
Regional Manager
00Never
Scott Hart
Regional Manager
00Never
Shelly Chen
Regional Manager
00Never

Top HCPs

By calls in last 12 weeks

#HCPSpecialtyCalls
1Elizabeth Richards, MDAllergy/Immunology
2Renee Berry, MDAllergy/Immunology
3Christopher Molina, NPDermatology
4Erin Casey, MDAllergy/Immunology
5Candice Harris, MDFamily Practice
6Jessica Conner, DOOther
7Aaron Bowen, MDDermatology
8Andrew Meyers, MDAllergy/Immunology
9Larry Clark, MDRheumatology
10Tara Rodriguez, DOInternal Medicine

Top HCOs by Units

Net units in last 12 weeks. Unmapped distributor sales appear as their own line so totals always reconcile.

#HCOTypeLocationUnitsNet dollars
1Unmapped distributors (43 distributors)
780
$1.4M
2Riverside Allergy ClinicClinicChristopherville, CA$328K
3Cedar CenterGroup PracticeNew Michelle, NJ$305K
4Crestline CenterHealth SystemEast Thomasbury, NY$265K
5Rockies General HospitalHospitalDenisefurt, OH$266K
6Northwest HealthHospitalJenniferview, NJ$262K
7Maple CenterGroup PracticeShawland, WA$249K
8Northwest CenterGroup PracticeSouth Angelport, CA$255K
9Summit CenterGroup PracticePort Rachel, MA$245K
10Vista CenterGroup PracticeHammondtown, NY$238K

Top reps by Units

Net units in last 12 weeks, attributed via primary territory ownership. Unattributed sales (no rep assignment yet) appear as their own line so totals reconcile.

#RepTitleHCOsUnitsNet dollars
1Unattributed
780
$1.4M
2Tina ValdezSales Representative22$1.3M
3James FosterSales Representative18$1.2M
4Larry AdamsSales Representative20$1.2M
5Christy BurkeSales Representative20$1.2M
6Vernon NelsonSales Representative15$1.2M
7Sydney ReevesSales Representative23$1.1M
8Janet YoungSales Representative20$1.0M
9Jesse JordanSales Representative24$991K
10Mitchell HarrisSales Representative18$968K

Data health

Top distributors (unmapped)

Highest-$ distributor accounts in last 12 weeks with no Veeva mapping yet. Mapping these makes their sales roll up into HCP / HCO views.

#Distributor IDNameStateUnitsNet dollarsRowsLast seen
1DIST_000628McKessonGA87$161K92026-04-29
2DIST_000190McKessonWI63$117K162026-05-02
3DIST_000472McKessonWA54$98K112026-04-23
4DIST_000167McKessonIN54$98K302026-05-04
5DIST_000254McKessonIL39$69K172026-05-04
6DIST_000419McKessonAZ38$68K232026-05-02
7DIST_000312McKessonFL29$54K112026-04-29
8DIST_000193McKessonPA29$52K152026-05-04
9DIST_000505McKessonOH28$52K162026-05-02
10DIST_000354Besse MedicalNY25$45K32026-04-22