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

Hot

Called 12d ago

Sales motion

16+100%

Net units this period · 8 prior

Primary rep

Michael Clark

Via Pacific 1

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

+6% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

12 days ago

Apr 22, 2026

Net units (last 12 weeks)

16

$28K net dollars · +104% 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 May 31, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva8$15K
2Lyseva 100mg Vial63459-1001-01Lyseva8$13K

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 RepresentativeApr 22, 202610
2Marcus MccallSales RepresentativeMar 26, 20262
3Alexis FordSales RepresentativeFeb 20, 20262
4Connie CarlsonSales RepresentativeFeb 19, 20261
5Vincent AdamsSales RepresentativeMar 24, 20261
6Morgan WilliamsSales RepresentativeApr 16, 20261