Demo · fictional data for showcase purposes · Aimlitics

Vista Center

Group Practice • Wallacebury, OH

Veeva ID: 001hco000053

Tier Untiered
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Snapshot

Engagement

Hot

Called 5d ago

Sales motion

24-11%

Net units this period · 27 prior

Primary rep

Taylor Decker

Via Cedar 17

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

15

-25% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

5 days ago

Apr 29, 2026

Net units (last 12 weeks)

24

$42K net dollars · -13% vs prior period

Calls — weekly

13 most recent weeks for Vista Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Vista Center · last sale Apr 22, 2026

Top products

By units in last 12 weeks for Vista Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva20$35K
2Lyseva PFS 100mg63459-1002-01Lyseva4$7K

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
Cedar 17
CED17
SAMTaylor DeckerRule: 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
1Vernon NelsonSales RepresentativeApr 29, 20266
2Christina GreenSales RepresentativeApr 28, 20266
3Calvin GardnerSales RepresentativeApr 23, 20263