Demo · fictional data for showcase purposes · Aimlitics

Crestline Health

Hospital • Grantton, IN • 567 beds

Veeva ID: 001hco000450

Tier UntieredGeneral
FiltersTap to open

Snapshot

Engagement

Active

Called 7w ago

Sales motion

5-44%

Net units this period · 9 prior

Primary rep

Alexis Ford

Via Vista 22

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

6

-83% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

50 days ago

Jul 17, 2026

Net units (last 12 weeks)

5

$10K net dollars · -41% vs prior period

Calls — weekly

13 most recent weeks for Crestline Health

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Health · last sale Jul 5, 2026

Top products

By units in last 12 weeks for Crestline Health

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva5$9K
2Lyseva 100mg Vial63459-1001-01Lyseva1$935

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
Vista 22
VIS22
SAMAlexis FordRule: 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
1Dan KerrSales RepresentativeJul 14, 20262
2Mike ReidSales RepresentativeJul 16, 20262
3Connie CarlsonSales RepresentativeJul 17, 20261
4Michael ClarkSales RepresentativeJul 6, 20261