Demo · fictional data for showcase purposes · Aimlitics

Northwest Center

Group Practice • Randytown, GA

Veeva ID: 001hco000034

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 3d ago

Sales motion

20%

Net units this period · 2 prior

Primary rep

Connie Carlson

Via Liberty 13

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

18

-22% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

2

$4K net dollars · +10% vs prior period

Calls — weekly

13 most recent weeks for Northwest Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Northwest Center · last sale Apr 16, 2026

Top products

By units in last 12 weeks for Northwest Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva2$4K

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
Liberty 13
LIB13
ALLConnie CarlsonRule: 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
1Kimberly MoyerSales RepresentativeMay 1, 202616
2Jeremiah JonesSales RepresentativeMar 16, 20262