Demo · fictional data for showcase purposes · Aimlitics

Crestline Immunology Clinic

Clinic • New Courtneymouth, CA

Veeva ID: 001hco000157

Tier Tier 2
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

12+20%

Net units this period · 10 prior

Primary rep

Maya Chen

Via Greater Los Angeles

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

12

-29% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

12

$22K net dollars · +27% vs prior period

Calls — weekly

13 most recent weeks for Crestline Immunology Clinic

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Immunology Clinic · last sale Apr 17, 2026

Top products

By units in last 12 weeks for Crestline Immunology Clinic

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva6$11K
2Lyseva PFS 100mg63459-1002-01Lyseva6$11K

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
Greater Los Angeles
PAC12
SAMMaya ChenRule: 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
1Janet YoungSales RepresentativeMay 1, 20266
2James FosterSales RepresentativeApr 3, 20263
3Maya ChenSales RepresentativeApr 24, 20262
4Jesse JordanSales RepresentativeFeb 16, 20261