Demo · fictional data for showcase purposes · Aimlitics

Crestline Health

Hospital • Grantton, IN • 567 beds

Veeva ID: 001hco000450

Tier UntieredGeneral
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Snapshot

Engagement

Hot

Called 7d ago

Sales motion

30+11%

Net units this period · 27 prior

Primary rep

Alexis Ford

Via Vista 22

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

24

-31% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

7 days ago

Apr 27, 2026

Net units (last 12 weeks)

30

$54K net dollars · +12% 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 May 7, 2026

Top products

By units in last 12 weeks for Crestline Health

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva22$38K
2Lyseva PFS 100mg63459-1002-01Lyseva8$16K

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
1Mike ReidSales RepresentativeApr 25, 20269
2Michael ClarkSales RepresentativeApr 14, 20264
3Dan KerrSales RepresentativeApr 22, 20264
4John RussellSales RepresentativeFeb 27, 20263
5Alexis FordSales RepresentativeMar 18, 20262
6Connie CarlsonSales RepresentativeApr 27, 20262