Demo · fictional data for showcase purposes · Aimlitics

Riverside Center

Group Practice • Moralesberg, IL

Veeva ID: 001hco000145

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

10-17%

Net units this period · 12 prior

Primary rep

Christy Burke

Via Atlantic 15

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

20

-31% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

42 days ago

Jul 25, 2026

Net units (last 12 weeks)

10

$17K net dollars · -15% vs prior period

Calls — weekly

13 most recent weeks for Riverside Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Riverside Center · last sale Jul 29, 2026

Top products

By units in last 12 weeks for Riverside Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva10$17K

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
Atlantic 15
ATL15
KADChristy BurkeRule: geographic
Secondary
Liberty 25
LIB25
SAMChelsea YorkRule: team-role

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
1Patricia BergSales RepresentativeJul 25, 20266
2Amanda MoralesSales RepresentativeJul 25, 20266
3Michael ClarkSales RepresentativeJul 20, 20264
4Christina CantrellSales RepresentativeJul 3, 20263
5Christy BurkeSales RepresentativeJun 15, 20261