Demo · fictional data for showcase purposes · Aimlitics

Atlantic Center

Health System • Mendozahaven, VA

Veeva ID: 001hco000480

Tier Untiered
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Snapshot

Engagement

Hot

Called today

Sales motion

27-53%

Net units this period · 57 prior

Primary rep

James Moore

Via Cedar 19

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

65

-4% vs prior period

Reps engaged (last 12 weeks)

8

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

27

$49K net dollars · -51% vs prior period

Calls — weekly

13 most recent weeks for Atlantic Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Atlantic Center · last sale May 27, 2026

Top products

By units in last 12 weeks for Atlantic Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva26$47K
2Lyseva PFS 100mg63459-1002-01Lyseva1$3K

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 19
CED19
MSLJames MooreRule: 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
1Tyler NewtonSales RepresentativeMay 4, 202620
2Elaine PerezSales RepresentativeMay 1, 202612
3John RussellSales RepresentativeMay 1, 20268
4Tara KaufmanSales RepresentativeApr 17, 20267
5James MooreSales RepresentativeApr 17, 20267
6Morgan WilliamsSales RepresentativeMar 25, 20266
7Brittany QuinnSales RepresentativeApr 17, 20264
8Christopher BowersSales RepresentativeFeb 13, 20261