Summit Center
Group Practice • Cortezside, VA
Veeva ID: 001hco000299
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Snapshot
Engagement
Called today
Sales motion
7-56%
Net units this period · 16 prior
Top HCP here
—
No affiliated HCPs scored
Interactions (last 12 weeks)
19
+0% vs prior period
Reps engaged (last 12 weeks)
5
Last contact
Today
May 4, 2026
Net units (last 12 weeks)
7
$13K net dollars · -54% vs prior period
Calls — weekly
13 most recent weeks for Summit Center
Net units — weekly
Signed units (sales − returns), 13 most recent weeks for Summit Center · last sale May 28, 2026
Top products
By units in last 12 weeks for Summit Center
| # | Product | NDC | Brand | Units | Net dollars |
|---|---|---|---|---|---|
| 1 | Lyseva 100mg Vial | 63459-1001-01 | Lyseva | 6 | $10K |
| 2 | Lyseva PFS 100mg | 63459-1002-01 | Lyseva | 1 | $3K |
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.
| Primary | Territory | Team role | Current Sales rep | Assignment |
|---|---|---|---|---|
| Primary | Rockies 2 ROC02 | KAD | Elaine Perez | Rule: 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
| # | Rep | Title | Last call | Calls |
|---|---|---|---|---|
| 1 | Morgan Williams | Sales Representative | May 4, 2026 | 6 |
| 2 | John Russell | Sales Representative | Apr 7, 2026 | 4 |
| 3 | Elaine Perez | Sales Representative | Mar 26, 2026 | 4 |
| 4 | Christopher Bowers | Sales Representative | Mar 16, 2026 | 3 |
| 5 | Tyler Newton | Sales Representative | Apr 13, 2026 | 2 |