Demo · fictional data for showcase purposes · Aimlitics

Cedar Center

Infusion Center • Rebeccabury, MI

Veeva ID: 001hco000326

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

6-67%

Net units this period · 18 prior

Primary rep

Nancy Smith

Via Liberty 20

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

19

-63% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

43 days ago

Jul 24, 2026

Net units (last 12 weeks)

6

$10K net dollars · -70% vs prior period

Calls — weekly

13 most recent weeks for Cedar Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Cedar Center · last sale Jul 15, 2026

Top products

By units in last 12 weeks for Cedar Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva6$10K

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 20
LIB20
ALLNancy 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
1Nancy SmithSales RepresentativeJul 24, 20269
2Bryan MartinezSales RepresentativeJul 21, 20264
3Ashley GonzalezSales RepresentativeJun 26, 20263
4Elaine PerezSales RepresentativeJul 16, 20262
5Patricia BergSales RepresentativeJun 22, 20261