Demo · fictional data for showcase purposes · Aimlitics

Bayview Center

Group Practice • South Raymond, NJ

Veeva ID: 001hco000307

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 4d ago

Sales motion

1-67%

Net units this period · 3 prior

Primary rep

Chelsea York

Via Liberty 25

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

16

+78% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

4 days ago

Apr 30, 2026

Net units (last 12 weeks)

1

$2K net dollars · -63% vs prior period

Calls — weekly

13 most recent weeks for Bayview Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Bayview Center · last sale May 1, 2026

Top products

By units in last 12 weeks for Bayview Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva1$2K

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
Liberty 25
LIB25
SAMChelsea YorkRule: 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
1Vernon NelsonSales RepresentativeApr 15, 20267
2Marcus SmithSales RepresentativeApr 30, 20264
3Karen WilliamsSales RepresentativeMar 24, 20263
4Chelsea YorkSales RepresentativeMar 20, 20261
5James WilliamsSales RepresentativeMar 16, 20261