Demo · fictional data for showcase purposes · Aimlitics

Crestline Health

Hospital • Jamesstad, AZ • 289 beds

Veeva ID: 001hco000622

Tier Tier 2General
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

79-35%

Net units this period · 121 prior

Primary rep

Chelsea York

Via Liberty 25

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

+21% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

79

$142K net dollars · -35% 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 27, 2026

Top products

By units in last 12 weeks for Crestline Health

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva74$134K
2Lyseva PFS 100mg63459-1002-01Lyseva4$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
Liberty 25
LIB25
SAMChelsea YorkRule: 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
1Jeffrey MarshallSales RepresentativeMay 1, 202613
2Brittany QuinnSales RepresentativeMay 1, 20264