Demo · fictional data for showcase purposes · Aimlitics

Northwest Center

Group Practice • West Jeffrey, MI

Veeva ID: 001hco000469

Tier Untiered
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Snapshot

Engagement

Hot

Called 4d ago

Sales motion

71+15%

Net units this period · 62 prior

Primary rep

Jamie Williams

Via Rockies 6

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

40

+33% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

4 days ago

Apr 30, 2026

Net units (last 12 weeks)

71

$130K net dollars · +15% vs prior period

Calls — weekly

13 most recent weeks for Northwest Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Northwest Center · last sale May 25, 2026

Top products

By units in last 12 weeks for Northwest Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva57$104K
2Lyseva PFS 100mg63459-1002-01Lyseva15$26K

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 6
ROC06
SAMJamie WilliamsRule: geographic
Secondary
Lakeshore 12
LAK12
KADTimothy SmithRule: team-role

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
1Ashley GonzalezSales RepresentativeApr 28, 202620
2Elaine PerezSales RepresentativeApr 30, 20266
3Karen WilliamsSales RepresentativeApr 2, 20266
4Nancy SmithSales RepresentativeApr 30, 20265
5Rebecca SmithSales RepresentativeMar 27, 20263