Demo · fictional data for showcase purposes · Aimlitics

Brookside Center

Group Practice • Lake Lydiaville, WA

Veeva ID: 001hco000209

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Lapsed

Called 2mo ago

Sales motion

1-90%

Net units this period · 10 prior

Primary rep

Allison Wilson

Via Pacific 9

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

1

-67% vs prior period

Reps engaged (last 12 weeks)

1

Last contact

67 days ago

Jun 30, 2026

Net units (last 12 weeks)

1

$861 net dollars · -95% vs prior period

Calls — weekly

13 most recent weeks for Brookside Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Brookside Center · last sale Jul 18, 2026

Top products

By units in last 12 weeks for Brookside Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva1$861

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 9
PAC09
SAMAllison WilsonRule: 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
1James WilliamsSales RepresentativeJun 30, 20261