Demo · fictional data for showcase purposes · Aimlitics

Liberty Center

Group Practice • Tommyborough, WA

Veeva ID: 001hco000000

Tier Untiered
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Snapshot

Engagement

Active

Called 7w ago

Sales motion

90%

Net units this period · 9 prior

Primary rep

Antonio Young

Via Pacific 14

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

-41% vs prior period

Reps engaged (last 12 weeks)

8

Last contact

47 days ago

Jul 20, 2026

Net units (last 12 weeks)

9

$15K net dollars · -8% vs prior period

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 Jul 30, 2026

Top products

By units in last 12 weeks for Liberty Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva9$15K

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
Pacific 14
PAC14
SAMAntonio YoungRule: 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
1Joshua MendezSales RepresentativeJul 17, 20265
2Allison WilsonSales RepresentativeJul 9, 20264
3Bailey ReevesSales RepresentativeJul 8, 20262
4Taylor DeckerSales RepresentativeJul 20, 20262
5Marcus MccallSales RepresentativeJul 17, 20261
6Antonio YoungSales RepresentativeJul 15, 20261
7James WilliamsSales RepresentativeJun 26, 20261
8Mary CurtisSales RepresentativeJun 22, 20261