Demo · fictional data for showcase purposes · Aimlitics

Lakeshore Center

Group Practice • South Troymouth, TX

Veeva ID: 001hco000729

Tier Untiered
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

29+480%

Net units this period · 5 prior

Primary rep

Vincent Adams

Via Rockies 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

-6% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

29

$54K net dollars · +477% vs prior period

Calls — weekly

13 most recent weeks for Lakeshore Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Lakeshore Center · last sale May 24, 2026

Top products

By units in last 12 weeks for Lakeshore Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva27$52K
2Lyseva PFS 100mg63459-1002-01Lyseva1$3K

Sales attribution

Which territory + rep this account's sales roll up to. Set in Veeva via account-territory assignments. The Primary row is the one dashboard sales aggregates use.

PrimaryTerritoryTeam roleCurrent Sales repAssignment
Primary
Rockies 7
ROC07
SAMVincent AdamsRule: geographic

How primary is picked: when an account is assigned to multiple territories (Veeva supports this), Aimliticspicks one as primary for sales attribution using this priority — territories with an assigned Sales rep first, then team role (SAM > KAD > ALL), then manual-over-rule assignments, then alphabetical by territory name.

To change: edit the account-territory assignment in Veeva (or assign a Sales-typed user to the territory if no rep is shown). Changes flow into Aimlitics on the next pipeline refresh.

Reps who've called

By calls in last 12 weeks

#RepTitleLast callCalls
1Kevin PayneSales RepresentativeMay 1, 20264
2Alexander JohnsonSales RepresentativeMay 1, 20263
3Sydney ReevesSales RepresentativeApr 30, 20263
4Bailey ReevesSales RepresentativeApr 14, 20263
5Rebecca SmithSales RepresentativeMar 31, 20262
6Alexis FordSales RepresentativeMar 31, 20262