Demo · fictional data for showcase purposes · Aimlitics

Rockies Center

Group Practice • East Frankshire, CA

Veeva ID: 001hco000272

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 3d ago

Sales motion

-4-300%

Net units this period · -1 prior

Primary rep

Maya Chen

Via Greater Los Angeles

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

10

-33% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

-4

-$7K net dollars · +221% vs prior period

Calls — weekly

13 most recent weeks for Rockies Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Rockies Center · last sale May 1, 2026

Top products

By units in last 12 weeks for Rockies Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva-4-$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
Greater Los Angeles
PAC12
SAMMaya ChenRule: 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
1Janet YoungSales RepresentativeMay 1, 20264
2Jeremiah JonesSales RepresentativeMar 11, 20264
3Maya ChenSales RepresentativeApr 20, 20262