Demo · fictional data for showcase purposes · Aimlitics

Northwest Center

Group Practice • New Claire, AZ

Veeva ID: 001hco000476

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 2d ago

Sales motion

No sales on record

Primary rep

Kevin Payne

Via Rockies 28

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

31

-11% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

2 days ago

May 2, 2026

Calls — weekly

13 most recent weeks for Northwest Center

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 28
ROC28
MSLKevin PayneRule: 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
1Ashley GonzalezSales RepresentativeApr 27, 202618
2John WalkerSales RepresentativeApr 6, 20264
3Chelsea YorkSales RepresentativeApr 24, 20263
4Lisa DixonSales RepresentativeMay 2, 20263
5Alan HeathSales RepresentativeApr 13, 20262
6Rebecca SmithSales RepresentativeApr 23, 20261