Demo · fictional data for showcase purposes · Aimlitics

Vista Center

Group Practice • Lopezland, MA

Veeva ID: 001hco000066

Tier Untiered
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Snapshot

Engagement

Hot

Called 7d ago

Sales motion

10-41%

Net units this period · 17 prior

Primary rep

James Moore

Via Cedar 19

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

29

-6% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

7 days ago

Apr 27, 2026

Net units (last 12 weeks)

10

$19K net dollars · -40% vs prior period

Calls — weekly

13 most recent weeks for Vista Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Vista Center · last sale May 23, 2026

Top products

By units in last 12 weeks for Vista Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva6$10K
2Lyseva PFS 100mg63459-1002-01Lyseva5$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
Cedar 19
CED19
MSLJames MooreRule: 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
1James MooreSales RepresentativeApr 27, 202617
2Tara KaufmanSales RepresentativeApr 21, 20268
3Connie CarlsonSales RepresentativeFeb 24, 20262
4Jim HoSales RepresentativeApr 7, 20262