Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Health System • East Thomasbury, NY

Veeva ID: 001hco000541

Tier Untiered
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Snapshot

Engagement

Hot

Called 6d ago

Sales motion

147+52%

Net units this period · 97 prior

Primary rep

Christy Burke

Via Atlantic 15

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

22

-15% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

6 days ago

Apr 28, 2026

Net units (last 12 weeks)

147

$265K net dollars · +51% vs prior period

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale May 27, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva94$170K
2Lyseva PFS 100mg63459-1002-01Lyseva53$95K

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

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
1Morgan WilliamsSales RepresentativeApr 28, 20269
2Corey EspinozaSales RepresentativeApr 8, 20267
3Tina ValdezSales RepresentativeMar 31, 20265
4Calvin GardnerSales RepresentativeMar 16, 20261