Demo · fictional data for showcase purposes · Aimlitics

Rockies Medical Center

Hospital • Port Anthonyfort, PA • 665 beds

Veeva ID: 001hco000242

Tier Tier 2General
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

32-42%

Net units this period · 55 prior

Primary rep

Lisa Dixon

Via Lakeshore 26

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

11

-31% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

43 days ago

Jul 24, 2026

Net units (last 12 weeks)

32

$61K net dollars · -41% vs prior period

Calls — weekly

13 most recent weeks for Rockies Medical Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Rockies Medical Center · last sale Jul 31, 2026

Top products

By units in last 12 weeks for Rockies Medical Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva32$61K

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
Lakeshore 26
LAK26
SAMLisa DixonRule: 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
1John RussellSales RepresentativeJul 24, 20265
2Christopher BowersSales RepresentativeJul 20, 20263
3Jesse JordanSales RepresentativeJun 26, 20261
4Karen WilliamsSales RepresentativeJul 20, 20261
5Mike ReidSales RepresentativeJun 25, 20261