Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • Dixonfurt, NJ

Veeva ID: 001hco000585

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

5-55%

Net units this period · 11 prior

Primary rep

Laura Smith

Via Pacific 27

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

13

-48% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

44 days ago

Jul 23, 2026

Net units (last 12 weeks)

5

$8K net dollars · -55% 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 Jun 22, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva5$8K

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
Pacific 27
PAC27
ALLLaura SmithRule: 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
1Laura SmithSales RepresentativeJul 23, 20267
2James WilliamsSales RepresentativeJul 23, 20264
3Marcus SmithSales RepresentativeJun 17, 20261
4Chelsea YorkSales RepresentativeJun 17, 20261