Demo · fictional data for showcase purposes · Aimlitics

Crestline Allergy Clinic

Clinic • South Victoria, NJ

Veeva ID: 001hco000090

Tier Tier 2
FiltersTap to open

Snapshot

Engagement

Active

Called 6w ago

Sales motion

22+16%

Net units this period · 19 prior

Primary rep

Karen Williams

Via Atlantic 3

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

25

-55% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

45 days ago

Jul 22, 2026

Net units (last 12 weeks)

22

$38K net dollars · +17% vs prior period

Calls — weekly

13 most recent weeks for Crestline Allergy Clinic

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Allergy Clinic · last sale Jul 31, 2026

Top products

By units in last 12 weeks for Crestline Allergy Clinic

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva22$38K

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
Atlantic 3
ATL03
ALLKaren WilliamsRule: 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
1Laura SmithSales RepresentativeJul 16, 20267
2Vernon NelsonSales RepresentativeJul 21, 20266
3Karen WilliamsSales RepresentativeJul 21, 20265
4Chelsea YorkSales RepresentativeJul 1, 20264
5James WilliamsSales RepresentativeJul 13, 20262
6Marcus SmithSales RepresentativeJul 22, 20261