Demo · fictional data for showcase purposes · Aimlitics

Atlantic Center

Group Practice • South Michelletown, CA

Veeva ID: 001hco000045

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

0

Net units this period · 0 prior

Primary rep

Janet Young

Via Lakeshore 17

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

-43% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

45 days ago

Jul 22, 2026

Net units (last 12 weeks)

0

Calls — weekly

13 most recent weeks for Atlantic Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Atlantic Center · last sale Nov 23, 2025

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
Lakeshore 17
LAK17
SAMJanet YoungRule: 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
1Marcus MccallSales RepresentativeJul 17, 20266
2Larry AdamsSales RepresentativeJun 29, 20265
3James FosterSales RepresentativeJul 22, 20263
4Janet YoungSales RepresentativeJul 8, 20262
5Jeremiah JonesSales RepresentativeJul 9, 20261