Demo · fictional data for showcase purposes · Aimlitics

Riverside Center

Group Practice • Garzaside, TX

Veeva ID: 001hco000748

Tier Untiered
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

0+100%

Net units this period · -3 prior

Primary rep

Antonio Young

Via Pacific 14

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

18

-18% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

0

-100% vs prior period

Calls — weekly

13 most recent weeks for Riverside Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Riverside Center · last sale May 21, 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
Pacific 14
PAC14
SAMAntonio 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
1Bailey ReevesSales RepresentativeMay 1, 202610
2Marcus SmithSales RepresentativeMar 17, 20264
3Rebecca SmithSales RepresentativeMar 23, 20262
4Vincent AdamsSales RepresentativeMar 12, 20261
5Antonio YoungSales RepresentativeFeb 25, 20261