Demo · fictional data for showcase purposes · Aimlitics

Greenwood Center

Group Practice • Romeroburgh, IL

Veeva ID: 001hco000257

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 6w ago

Sales motion

1-91%

Net units this period · 11 prior

Primary rep

Patricia Berg

Via Rockies 9

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

7

-50% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

45 days ago

Jul 22, 2026

Net units (last 12 weeks)

1

$3K net dollars · -87% vs prior period

Calls — weekly

13 most recent weeks for Greenwood Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Greenwood Center · last sale Jul 3, 2026

Top products

By units in last 12 weeks for Greenwood Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva1$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.

PrimaryTerritoryTeam roleCurrent Sales repAssignment
Primary
Rockies 9
ROC09
SAMPatricia BergRule: 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
1David AndersonSales RepresentativeJul 22, 20263
2Amanda MoralesSales RepresentativeJul 16, 20262
3Christy BurkeSales RepresentativeJul 6, 20261
4Christina CantrellSales RepresentativeJun 27, 20261