Demo · fictional data for showcase purposes · Aimlitics

Maple Center

Group Practice • East Danieltown, TX

Veeva ID: 001hco000477

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 2w ago

Sales motion

8-53%

Net units this period · 17 prior

Primary rep

Marcus Smith

Via Lakeshore 26

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

10

-23% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

17 days ago

Apr 17, 2026

Net units (last 12 weeks)

8

$14K net dollars · -55% vs prior period

Calls — weekly

13 most recent weeks for Maple Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Maple Center · last sale May 6, 2026

Top products

By units in last 12 weeks for Maple Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva8$14K

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
Lakeshore 26
LAK26
MSLMarcus SmithRule: 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
1Marcus SmithSales RepresentativeApr 14, 20266
2Vincent AdamsSales RepresentativeApr 17, 20263
3Alexander JohnsonSales RepresentativeApr 8, 20261