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 8w ago

Sales motion

20-66%

Net units this period · 59 prior

Primary rep

Marcus Smith

Via Lakeshore 26

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

3

-79% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

59 days ago

Jul 8, 2026

Net units (last 12 weeks)

20

$38K net dollars · -65% 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 Jul 29, 2026

Top products

By units in last 12 weeks for Maple Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva17$31K
2Lyseva PFS 100mg63459-1002-01Lyseva3$6K

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
1Alexander JohnsonSales RepresentativeJun 28, 20261
2Vincent AdamsSales RepresentativeJul 8, 20261
3Marcus SmithSales RepresentativeJul 3, 20261