Demo · fictional data for showcase purposes · Aimlitics

Rockies Center

Group Practice • West Kyle, CA

Veeva ID: 001hco000378

Tier Untiered
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Snapshot

Engagement

Hot

Called 2w ago

Sales motion

19-17%

Net units this period · 23 prior

Primary rep

Jesse Jordan

Via Vista 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

12

-25% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

14 days ago

Apr 20, 2026

Net units (last 12 weeks)

19

$35K net dollars · -18% vs prior period

Calls — weekly

13 most recent weeks for Rockies Center

Net units — weekly

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

Top products

By units in last 12 weeks for Rockies Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva17$33K
2Lyseva PFS 100mg63459-1002-01Lyseva1$2K

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
1Maya ChenSales RepresentativeApr 20, 20266
2Larry AdamsSales RepresentativeApr 7, 20262
3Jesse JordanSales RepresentativeMar 27, 20262
4Jeremiah JonesSales RepresentativeMar 4, 20261
5James FosterSales RepresentativeMar 26, 20261