Demo · fictional data for showcase purposes · Aimlitics

Vista Dermatology Clinic

Clinic • New Brandon, IN

Veeva ID: 001hco000710

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

6-67%

Net units this period · 18 prior

Primary rep

Morgan Williams

Via Liberty 22

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

23

-62% vs prior period

Reps engaged (last 12 weeks)

8

Last contact

43 days ago

Jul 24, 2026

Net units (last 12 weeks)

6

$10K net dollars · -69% vs prior period

Calls — weekly

13 most recent weeks for Vista Dermatology Clinic

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Vista Dermatology Clinic · last sale Jul 30, 2026

Top products

By units in last 12 weeks for Vista Dermatology Clinic

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva3$6K
2Lyseva PFS 100mg63459-1002-01Lyseva2$4K

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 22
LIB22
SAMMorgan WilliamsRule: 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
1Jamie WilliamsSales RepresentativeJul 24, 20269
2Dan KerrSales RepresentativeJul 24, 20265
3Marcus SmithSales RepresentativeJul 15, 20262
4John RussellSales RepresentativeJun 26, 20262
5Morgan WilliamsSales RepresentativeJul 21, 20262
6Mike ReidSales RepresentativeJul 20, 20261
7Marcus MccallSales RepresentativeJul 15, 20261
8Michael ClarkSales RepresentativeJun 30, 20261