Demo · fictional data for showcase purposes · Aimlitics

Vista Center

Group Practice • Matthewton, AZ

Veeva ID: 001hco000636

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

11-69%

Net units this period · 35 prior

Primary rep

Lisa Dixon

Via Lakeshore 26

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

27

-61% vs prior period

Reps engaged (last 12 weeks)

9

Last contact

42 days ago

Jul 25, 2026

Net units (last 12 weeks)

11

$21K net dollars · -68% vs prior period

Calls — weekly

13 most recent weeks for Vista Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Vista Center · last sale Jul 26, 2026

Top products

By units in last 12 weeks for Vista Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva8$15K
2Lyseva PFS 100mg63459-1002-01Lyseva3$6K

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
Lakeshore 26
LAK26
SAMLisa DixonRule: 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
1Jeffrey MarshallSales RepresentativeJul 25, 202610
2Brittany QuinnSales RepresentativeJul 10, 20263
3Bryan MartinezSales RepresentativeJul 16, 20263
4Rebecca SmithSales RepresentativeJul 2, 20263
5Ashley GonzalezSales RepresentativeJul 13, 20263
6Lisa DixonSales RepresentativeJul 24, 20262
7Chelsea YorkSales RepresentativeJul 22, 20261
8Kevin PayneSales RepresentativeJul 3, 20261
9John WalkerSales RepresentativeJun 29, 20261