Demo · fictional data for showcase purposes · Aimlitics

Summit Center

Group Practice • Moorechester, WA

Veeva ID: 001hco000268

Tier Untiered
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Snapshot

Engagement

Hot

Called today

Sales motion

4+100%

Net units this period · 2 prior

Primary rep

Joshua Mendez

Via Summit 28

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

18

+38% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

4

$7K net dollars · +124% vs prior period

Calls — weekly

13 most recent weeks for Summit Center

Net units — weekly

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

Top products

By units in last 12 weeks for Summit Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva4$7K

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
Summit 28
SUM28
KADJoshua MendezRule: 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
1Allison WilsonSales RepresentativeMar 31, 20265
2James WilliamsSales RepresentativeApr 10, 20263
3Joseph CurrySales RepresentativeMay 4, 20263
4Marcus MccallSales RepresentativeMar 24, 20262
5Mary CurtisSales RepresentativeApr 6, 20262
6Antonio YoungSales RepresentativeMar 30, 20262
7Joshua MendezSales RepresentativeMar 25, 20261