Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • Port Wendy, IN

Veeva ID: 001hco000478

Tier Untiered
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Snapshot

Engagement

Active

Called 8w ago

Sales motion

27-69%

Net units this period · 87 prior

Primary rep

Michael Clark

Via Pacific 1

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

7

-50% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

54 days ago

Jul 13, 2026

Net units (last 12 weeks)

27

$47K net dollars · -69% vs prior period

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale Jul 30, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva21$37K
2Lyseva PFS 100mg63459-1002-01Lyseva6$10K

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
Pacific 1
PAC01
ALLMichael ClarkRule: geographic
Secondary
Vista 22
VIS22
SAMAlexis FordRule: 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
1Jamie WilliamsSales RepresentativeJul 13, 20265
2Morgan WilliamsSales RepresentativeJul 7, 20261
3Marcus MccallSales RepresentativeJun 15, 20261