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

Hot

Called today

Sales motion

12-20%

Net units this period · 15 prior

Primary rep

Morgan Williams

Via Liberty 22

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

62

+5% vs prior period

Reps engaged (last 12 weeks)

9

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

12

$22K net dollars · -19% 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 May 27, 2026

Top products

By units in last 12 weeks for Vista Dermatology Clinic

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva8$14K
2Lyseva PFS 100mg63459-1002-01Lyseva4$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
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 RepresentativeMay 4, 202626
2Dan KerrSales RepresentativeMay 4, 202612
3Morgan WilliamsSales RepresentativeApr 29, 20266
4Michael ClarkSales RepresentativeApr 9, 20265
5John RussellSales RepresentativeApr 7, 20264
6Mike ReidSales RepresentativeApr 28, 20264
7Marcus SmithSales RepresentativeApr 24, 20263
8Alexis FordSales RepresentativeFeb 26, 20261
9Marcus MccallSales RepresentativeApr 23, 20261