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

Active

Called 7w ago

Sales motion

4-80%

Net units this period · 20 prior

Primary rep

Ashley Gonzalez

Via Liberty 25

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

2

-88% vs prior period

Reps engaged (last 12 weeks)

1

Last contact

50 days ago

Jul 17, 2026

Net units (last 12 weeks)

4

$7K net dollars · -80% 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 Jul 26, 2026

Top products

By units in last 12 weeks for Vista Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva3$6K
2Lyseva 100mg Vial63459-1001-01Lyseva1$909

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 RepresentativeJul 17, 20262