Demo · fictional data for showcase purposes · Aimlitics

Liberty Center

Group Practice • Lake Lisahaven, CA

Veeva ID: 001hco000153

Tier Untiered
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Snapshot

Engagement

Active

Called 5w ago

Sales motion

73+232%

Net units this period · 22 prior

Primary rep

Jesse Jordan

Via Vista 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

5

-17% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

33 days ago

Apr 1, 2026

Net units (last 12 weeks)

73

$134K net dollars · +229% 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 26, 2026

Top products

By units in last 12 weeks for Liberty Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva73$134K

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
Vista 7
VIS07
KADJesse JordanRule: 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
1Jesse JordanSales RepresentativeApr 1, 20262
2Jeremiah JonesSales RepresentativeFeb 16, 20261
3Marcus MccallSales RepresentativeFeb 18, 20261
4Maya ChenSales RepresentativeMar 20, 20261