Demo · fictional data for showcase purposes · Aimlitics

Greenwood Center

Group Practice • Aliciahaven, MI

Veeva ID: 001hco000652

Tier Tier 2
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Snapshot

Engagement

Active

Called 8w ago

Sales motion

0

Net units this period · 0 prior

Primary rep

Elaine Perez

Via Rockies 2

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

1

-67% vs prior period

Reps engaged (last 12 weeks)

1

Last contact

59 days ago

Jul 8, 2026

Net units (last 12 weeks)

0

Calls — weekly

13 most recent weeks for Greenwood Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Greenwood Center · last sale Mar 8, 2026

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
Rockies 2
ROC02
KADElaine PerezRule: 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
1Patricia BergSales RepresentativeJul 8, 20261