Demo · fictional data for showcase purposes · Aimlitics

Lakeshore Center

Group Practice • North Michelle, CA

Veeva ID: 001hco000752

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 6w ago

Sales motion

9-61%

Net units this period · 23 prior

Primary rep

Larry Adams

Via Atlantic 11

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

7

-30% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

45 days ago

Jul 22, 2026

Net units (last 12 weeks)

9

$17K net dollars · -58% vs prior period

Calls — weekly

13 most recent weeks for Lakeshore Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Lakeshore Center · last sale Jul 22, 2026

Top products

By units in last 12 weeks for Lakeshore Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva9$17K

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 11
ATL11
SAMLarry AdamsRule: 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
1Jeremiah JonesSales RepresentativeJul 22, 20264
2Janet YoungSales RepresentativeJun 22, 20262
3Maya ChenSales RepresentativeJun 20, 20261