Demo · fictional data for showcase purposes · Aimlitics

Cedar Allergy Clinic

Clinic • East Karishire, IL

Veeva ID: 001hco000092

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 4d ago

Sales motion

14+75%

Net units this period · 8 prior

Primary rep

Chelsea York

Via Liberty 25

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

49

+11% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

4 days ago

Apr 30, 2026

Net units (last 12 weeks)

14

$25K net dollars · +75% vs prior period

Calls — weekly

13 most recent weeks for Cedar Allergy Clinic

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Cedar Allergy Clinic · last sale May 23, 2026

Top products

By units in last 12 weeks for Cedar Allergy Clinic

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva14$25K

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 25
LIB25
SAMChelsea YorkRule: 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
1Patricia BergSales RepresentativeApr 30, 202621
2Michael ClarkSales RepresentativeApr 29, 202613
3Christina CantrellSales RepresentativeApr 23, 202612
4Chelsea YorkSales RepresentativeApr 17, 20262
5David AndersonSales RepresentativeApr 1, 20261