Demo · fictional data for showcase purposes · Aimlitics

Pacific Center

Group Practice • Crystalshire, GA

Veeva ID: 001hco000361

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 3d ago

Sales motion

34+3%

Net units this period · 33 prior

Primary rep

Joshua Mendez

Via Summit 28

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

15

-6% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

34

$61K net dollars · +4% vs prior period

Calls — weekly

13 most recent weeks for Pacific Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Pacific Center · last sale May 24, 2026

Top products

By units in last 12 weeks for Pacific Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva34$61K

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 28
SUM28
KADJoshua MendezRule: 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
1Kimberly MoyerSales RepresentativeMay 1, 202614
2Joshua MendezSales RepresentativeMar 12, 20261