Demo · fictional data for showcase purposes · Aimlitics

Rockies Center

Group Practice • Lake Keithmouth, FL

Veeva ID: 001hco000430

Tier Tier 2
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

14-66%

Net units this period · 41 prior

Primary rep

Corey Espinoza

Via Vista 11

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

-15% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

43 days ago

Jul 24, 2026

Net units (last 12 weeks)

14

$25K net dollars · -66% 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 Jul 26, 2026

Top products

By units in last 12 weeks for Rockies Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva9$17K
2Lyseva PFS 100mg63459-1002-01Lyseva4$8K

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 RepresentativeJul 24, 20269
2Joseph CurrySales RepresentativeJul 21, 20263
3Alan HeathSales RepresentativeJul 6, 20262
4Timothy SmithSales RepresentativeJul 20, 20261
5Corey EspinozaSales RepresentativeJun 24, 20261
6Elaine PerezSales RepresentativeJun 22, 20261