Demo · fictional data for showcase purposes · Aimlitics

Greenwood Center

Infusion Center • Adamchester, TX

Veeva ID: 001hco000732

Tier Tier 2
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

72+76%

Net units this period · 41 prior

Primary rep

Rebecca Smith

Via Liberty 16

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

2

-33% vs prior period

Reps engaged (last 12 weeks)

1

Last contact

45 days ago

Mar 20, 2026

Net units (last 12 weeks)

72

$131K net dollars · +75% vs prior period

Calls — weekly

13 most recent weeks for Greenwood Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Greenwood Center · last sale May 31, 2026

Top products

By units in last 12 weeks for Greenwood Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva58$107K
2Lyseva PFS 100mg63459-1002-01Lyseva14$24K

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
Liberty 16
LIB16
SAMRebecca SmithRule: geographic
Secondary
Pacific 14
PAC14
SAMAntonio YoungRule: team-role

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
1Marcus SmithSales RepresentativeMar 20, 20262