Demo · fictional data for showcase purposes · Aimlitics

Vista Center

Group Practice • West Blake, MI

Veeva ID: 001hco000321

Tier Untiered
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Snapshot

Engagement

Hot

Called 7d ago

Sales motion

14+180%

Net units this period · 5 prior

Primary rep

Ashley Gonzalez

Via Liberty 25

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

6

-67% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

7 days ago

Apr 27, 2026

Net units (last 12 weeks)

14

$26K net dollars · +198% vs prior period

Calls — weekly

13 most recent weeks for Vista Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Vista Center · last sale Apr 22, 2026

Top products

By units in last 12 weeks for Vista Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva14$26K

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
Liberty 25
LIB25
KADAshley GonzalezRule: 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
1Karen WilliamsSales RepresentativeApr 27, 20264
2Ashley GonzalezSales RepresentativeFeb 24, 20262