Demo · fictional data for showcase purposes · Aimlitics

Lakeshore Center

Group Practice • Charlesmouth, IL

Veeva ID: 001hco000330

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

10-29%

Net units this period · 14 prior

Primary rep

Christina Cantrell

Via Lakeshore 16

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

8

-74% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

45 days ago

Jul 22, 2026

Net units (last 12 weeks)

10

$18K net dollars · -30% vs prior period

Calls — weekly

13 most recent weeks for Lakeshore Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Lakeshore Center · last sale Jul 20, 2026

Top products

By units in last 12 weeks for Lakeshore Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva8$15K
2Lyseva PFS 100mg63459-1002-01Lyseva2$3K

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
Lakeshore 16
LAK16
KADChristina CantrellRule: 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
1Amanda MoralesSales RepresentativeJul 16, 20263
2Chelsea YorkSales RepresentativeJul 14, 20262
3David AndersonSales RepresentativeJun 19, 20261
4Michael ClarkSales RepresentativeJul 22, 20261
5Christy BurkeSales RepresentativeJul 14, 20261