Demo · fictional data for showcase purposes · Aimlitics

Pacific Center

Group Practice • Danielbury, TX

Veeva ID: 001hco000786

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 4d ago

Sales motion

0-100%

Net units this period · 3 prior

Primary rep

Sydney Reeves

Via Pacific 15

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

29

-6% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

4 days ago

Apr 30, 2026

Net units (last 12 weeks)

0

-100% vs prior period

Calls — weekly

13 most recent weeks for Pacific Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Pacific Center · last sale May 30, 2026

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
Pacific 15
PAC15
KADSydney ReevesRule: 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
1Bailey ReevesSales RepresentativeApr 28, 202612
2Vincent AdamsSales RepresentativeApr 30, 20267
3Marcus SmithSales RepresentativeApr 20, 20264
4Mary CurtisSales RepresentativeApr 24, 20263
5Antonio YoungSales RepresentativeApr 15, 20263