Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • Josephfort, TX

Veeva ID: 001hco000686

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 4d ago

Sales motion

66+32%

Net units this period · 50 prior

Primary rep

Alexis Ford

Via Vista 22

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

29

-6% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

4 days ago

Apr 30, 2026

Net units (last 12 weeks)

66

$114K net dollars · +31% vs prior period

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale May 18, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva61$106K
2Lyseva PFS 100mg63459-1002-01Lyseva5$8K

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
1Mary CurtisSales RepresentativeApr 27, 20268
2Sydney ReevesSales RepresentativeApr 7, 20266
3Rebecca SmithSales RepresentativeApr 30, 20264
4Marcus SmithSales RepresentativeApr 15, 20264
5Bailey ReevesSales RepresentativeApr 16, 20264
6Vincent AdamsSales RepresentativeMar 6, 20262
7Antonio YoungSales RepresentativeApr 8, 20261