Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • Westview, WA

Veeva ID: 001hco000097

Tier Untiered
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Snapshot

Engagement

Hot

Called 6d ago

Sales motion

7-46%

Net units this period · 13 prior

Primary rep

Bailey Reeves

Via Summit 17

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

20

-35% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

6 days ago

Apr 28, 2026

Net units (last 12 weeks)

7

$13K net dollars · -44% vs prior period

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale Apr 27, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva5$10K
2Lyseva PFS 100mg63459-1002-01Lyseva2$3K

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 17
SUM17
SAMBailey ReevesRule: 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
1Taylor DeckerSales RepresentativeApr 15, 20267
2Allison WilsonSales RepresentativeApr 21, 20264
3James WilliamsSales RepresentativeMar 19, 20263
4Marcus MccallSales RepresentativeMar 4, 20262
5Bailey ReevesSales RepresentativeApr 28, 20262
6Mary CurtisSales RepresentativeMar 18, 20261
7Antonio YoungSales RepresentativeFeb 10, 20261