Demo · fictional data for showcase purposes · Aimlitics

Liberty Center

Group Practice • South Scott, TX

Veeva ID: 001hco000262

Tier Untiered
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Snapshot

Engagement

Hot

Called today

Sales motion

8-70%

Net units this period · 27 prior

Primary rep

Vincent Adams

Via Rockies 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

9

+13% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

8

$15K net dollars · -71% 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 May 23, 2026

Top products

By units in last 12 weeks for Liberty Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva8$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
Rockies 7
ROC07
SAMVincent AdamsRule: 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
1Antonio YoungSales RepresentativeApr 14, 20263
2Rebecca SmithSales RepresentativeMay 1, 20262
3Alexis FordSales RepresentativeMar 12, 20261
4Vincent AdamsSales RepresentativeMar 27, 20261
5Sydney ReevesSales RepresentativeMay 4, 20261
6Bailey ReevesSales RepresentativeApr 2, 20261