Demo · fictional data for showcase purposes · Aimlitics

Cedar Center

Group Practice • New Kellyshire, MI

Veeva ID: 001hco000572

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 5d ago

Sales motion

-15-1600%

Net units this period · 1 prior

Primary rep

Jamie Williams

Via Rockies 6

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

22

-29% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

5 days ago

Apr 29, 2026

Net units (last 12 weeks)

-15

-$25K net dollars · -2190% vs prior period

Calls — weekly

13 most recent weeks for Cedar Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Cedar Center · last sale Apr 6, 2026

Top products

By units in last 12 weeks for Cedar Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva-15-$26K
2Lyseva PFS 100mg63459-1002-01Lyseva1$1K

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
Rockies 6
ROC06
SAMJamie WilliamsRule: 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
1Patricia BergSales RepresentativeApr 22, 20269
2Jamie WilliamsSales RepresentativeApr 17, 20265
3Timothy SmithSales RepresentativeApr 29, 20265
4Rebecca SmithSales RepresentativeMar 9, 20261
5Christopher BowersSales RepresentativeFeb 19, 20261
6Karen WilliamsSales RepresentativeMar 4, 20261