Demo · fictional data for showcase purposes · Aimlitics

Liberty Center

Group Practice • Johnsonview, PA

Veeva ID: 001hco000417

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 4w ago

Sales motion

2

Net units this period · 0 prior

Primary rep

John Russell

Via Atlantic 8

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

10

+25% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

31 days ago

Apr 3, 2026

Net units (last 12 weeks)

2

$3K net dollars

Calls — weekly

13 most recent weeks for Liberty Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Liberty Center · last sale Mar 14, 2026

Top products

By units in last 12 weeks for Liberty Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva2$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
Atlantic 8
ATL08
SAMJohn RussellRule: 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
1Lisa DixonSales RepresentativeApr 3, 20264
2Jesse JordanSales RepresentativeMar 10, 20262
3Karen WilliamsSales RepresentativeMar 30, 20262
4Mike ReidSales RepresentativeMar 2, 20261
5Christopher BowersSales RepresentativeMar 9, 20261