Demo · fictional data for showcase purposes · Aimlitics

Liberty Center

Group Practice • Lake Diana, MO

Veeva ID: 001hco000049

Tier Tier 2
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Snapshot

Engagement

Hot

Called 7d ago

Sales motion

0-100%

Net units this period · 13 prior

Primary rep

Larry Adams

Via Atlantic 11

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

26

-10% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

7 days ago

Apr 27, 2026

Net units (last 12 weeks)

0

-100% vs prior period

Calls — weekly

13 most recent weeks for Liberty Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Liberty Center · last sale May 18, 2026

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
Atlantic 11
ATL11
SAMLarry 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
1Laura SmithSales RepresentativeApr 27, 20269
2Larry AdamsSales RepresentativeApr 17, 20268
3Allison WilsonSales RepresentativeApr 22, 20266
4Mitchell HarrisSales RepresentativeMar 13, 20263