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

Active

Called 6w ago

Sales motion

11+467%

Net units this period · -3 prior

Primary rep

Maya Chen

Via Greater Los Angeles

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

7

-36% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

44 days ago

Jul 23, 2026

Net units (last 12 weeks)

11

$21K net dollars · -518% 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 Jul 12, 2026

Top products

By units in last 12 weeks for Crestline Immunology Clinic

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva11$21K

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 RepresentativeJul 23, 20264
2James FosterSales RepresentativeJun 23, 20262
3Maya ChenSales RepresentativeJul 15, 20261