Demo · fictional data for showcase purposes · Aimlitics

Liberty Center

Infusion Center • Johnstad, CA

Veeva ID: 001hco000009

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 7w ago

Sales motion

24+50%

Net units this period · 16 prior

Primary rep

Jesse Jordan

Via Vista 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

8

-27% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

52 days ago

Jul 15, 2026

Net units (last 12 weeks)

24

$42K net dollars · +54% vs prior period

Calls — weekly

13 most recent weeks for Liberty Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Liberty Center · last sale Jul 26, 2026

Top products

By units in last 12 weeks for Liberty Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva24$42K

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 7
VIS07
KADJesse JordanRule: 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
1Larry AdamsSales RepresentativeJul 14, 20262
2Jesse JordanSales RepresentativeJul 15, 20262
3Marcus MccallSales RepresentativeJun 25, 20262
4Maya ChenSales RepresentativeJun 18, 20261
5James FosterSales RepresentativeJul 15, 20261