Demo · fictional data for showcase purposes · Aimlitics

Cedar Center

Group Practice • Donnaton, IN

Veeva ID: 001hco000444

Tier Tier 2
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Snapshot

Engagement

Hot

Called today

Sales motion

-5-171%

Net units this period · 7 prior

Primary rep

Vincent Adams

Via Rockies 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

25

-39% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

-5

-$9K net dollars · -169% vs prior period

Calls — weekly

13 most recent weeks for Cedar Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Cedar Center · last sale Feb 28, 2026

Top products

By units in last 12 weeks for Cedar Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva-6-$11K
2Lyseva 100mg Vial63459-1001-01Lyseva1$2K

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
Rockies 7
ROC07
SAMVincent AdamsRule: 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
1Jamie WilliamsSales RepresentativeMay 4, 20266
2Mike ReidSales RepresentativeApr 27, 20265
3Dan KerrSales RepresentativeApr 22, 20265
4Connie CarlsonSales RepresentativeApr 13, 20264
5Marcus MccallSales RepresentativeApr 15, 20263
6Alexis FordSales RepresentativeFeb 24, 20261
7Morgan WilliamsSales RepresentativeApr 7, 20261