Demo · fictional data for showcase purposes · Aimlitics

Pacific Center

Group Practice • South Michaelville, CA

Veeva ID: 001hco000521

Tier Untiered
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

42+163%

Net units this period · 16 prior

Primary rep

Jesse Jordan

Via Vista 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

30

-9% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

42

$77K net dollars · +168% vs prior period

Calls — weekly

13 most recent weeks for Pacific Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Pacific Center · last sale May 30, 2026

Top products

By units in last 12 weeks for Pacific Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva27$49K
2Lyseva PFS 100mg63459-1002-01Lyseva15$29K

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
Vista 7
VIS07
KADJesse JordanRule: 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
1Maya ChenSales RepresentativeMay 1, 202610
2Jesse JordanSales RepresentativeApr 14, 20267
3Jeremiah JonesSales RepresentativeApr 28, 20265
4Marcus MccallSales RepresentativeApr 22, 20263
5Larry AdamsSales RepresentativeApr 24, 20263
6Janet YoungSales RepresentativeApr 21, 20261
7James FosterSales RepresentativeMar 4, 20261