Demo · fictional data for showcase purposes · Aimlitics

Rockies Center

Group Practice • Lake Keithmouth, FL

Veeva ID: 001hco000430

Tier Tier 2
FiltersTap to open

Snapshot

Engagement

Hot

Called today

Sales motion

28+65%

Net units this period · 17 prior

Primary rep

Corey Espinoza

Via Vista 11

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

28

+0% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

28

$50K net dollars · +63% 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 30, 2026

Top products

By units in last 12 weeks for Rockies Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva18$31K
2Lyseva 100mg Vial63459-1001-01Lyseva10$19K

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 11
VIS11
KADCorey EspinozaRule: geographic
Secondary
Pacific 9
PAC09
SAMAllison WilsonRule: 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
1Nancy SmithSales RepresentativeMay 4, 202611
2Joseph CurrySales RepresentativeApr 29, 20265
3Alan HeathSales RepresentativeApr 15, 20263
4Timothy SmithSales RepresentativeApr 28, 20263
5Corey EspinozaSales RepresentativeApr 3, 20263
6Elaine PerezSales RepresentativeApr 1, 20262
7David AndersonSales RepresentativeFeb 23, 20261