Demo · fictional data for showcase purposes · Aimlitics

Brookside Center

Group Practice • Stewartview, VA

Veeva ID: 001hco000682

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 6w ago

Sales motion

1-50%

Net units this period · 2 prior

Primary rep

Elaine Perez

Via Rockies 2

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

25

-65% vs prior period

Reps engaged (last 12 weeks)

8

Last contact

44 days ago

Jul 23, 2026

Net units (last 12 weeks)

1

$2K net dollars · -40% vs prior period

Calls — weekly

13 most recent weeks for Brookside Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Brookside Center · last sale Jul 11, 2026

Top products

By units in last 12 weeks for Brookside Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva1$2K

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 2
ROC02
KADElaine PerezRule: 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
1Sydney ReevesSales RepresentativeJul 22, 20264
2Tyler NewtonSales RepresentativeJul 15, 20264
3Christopher BowersSales RepresentativeJul 23, 20264
4Tara KaufmanSales RepresentativeJul 6, 20263
5Brittany QuinnSales RepresentativeJul 8, 20263
6Elaine PerezSales RepresentativeJul 9, 20263
7James MooreSales RepresentativeJul 1, 20262
8Morgan WilliamsSales RepresentativeJul 23, 20262