Demo · fictional data for showcase purposes · Aimlitics

Maple General Hospital

Hospital • East Keith, MA • 36 beds

Veeva ID: 001hco000697

Tier Tier 2General
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Snapshot

Engagement

Hot

Called 11d ago

Sales motion

0

Net units this period · 0 prior

Primary rep

Dan Kerr

Via Atlantic 20

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

28

+17% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

11 days ago

Apr 23, 2026

Net units (last 12 weeks)

0

Calls — weekly

13 most recent weeks for Maple General Hospital

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Maple General Hospital · last sale Mar 25, 2025

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 20
ATL20
KADDan KerrRule: 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
1Jim HoSales RepresentativeApr 23, 202614
2James MooreSales RepresentativeApr 18, 202611
3Tara KaufmanSales RepresentativeMar 30, 20263