Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • East Makaylaland, VA

Veeva ID: 001hco000200

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

20-17%

Net units this period · 24 prior

Primary rep

Tara Kaufman

Via Vista 14

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

-35% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

43 days ago

Jul 24, 2026

Net units (last 12 weeks)

20

$37K net dollars · -16% 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 Jul 24, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva12$23K
2Lyseva PFS 100mg63459-1002-01Lyseva8$14K

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
Vista 14
VIS14
KADTara KaufmanRule: 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
1Christopher BowersSales RepresentativeJul 16, 20266
2Tyler NewtonSales RepresentativeJul 1, 20263
3Morgan WilliamsSales RepresentativeJul 1, 20262
4Sydney ReevesSales RepresentativeJul 24, 20262
5James MooreSales RepresentativeJun 17, 20262
6John RussellSales RepresentativeJun 22, 20261
7Tara KaufmanSales RepresentativeJun 17, 20261