Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Outpatient Center • Lake Michelle, CA

Veeva ID: 001hco000661

Tier Tier 2
FiltersTap to open

Snapshot

Engagement

Active

Called 3w ago

Sales motion

7+600%

Net units this period · 1 prior

Primary rep

Jeremiah Jones

Via Summit 14

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

8

+60% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

18 days ago

Apr 16, 2026

Net units (last 12 weeks)

7

$12K net dollars · +422% vs prior period

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale May 31, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva7$12K

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
Summit 14
SUM14
SAMJeremiah JonesRule: 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 RepresentativeApr 15, 20263
2Jesse JordanSales RepresentativeMar 23, 20263
3James FosterSales RepresentativeApr 16, 20262