Demo · fictional data for showcase purposes · Aimlitics

Vista Center

Group Practice • New Amanda, NJ

Veeva ID: 001hco000306

Tier Tier 1
FiltersTap to open

Snapshot

Engagement

Hot

Called 1d ago

Sales motion

0-100%

Net units this period · 5 prior

Primary rep

Marcus Smith

Via Lakeshore 26

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

29

+12% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

Yesterday

May 3, 2026

Net units (last 12 weeks)

0

-100% vs prior period

Calls — weekly

13 most recent weeks for Vista Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Vista Center · last sale May 23, 2026

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
Lakeshore 26
LAK26
MSLMarcus SmithRule: 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
1Chelsea YorkSales RepresentativeApr 13, 202610
2Laura SmithSales RepresentativeApr 27, 202610
3James WilliamsSales RepresentativeMay 3, 20268
4Marcus SmithSales RepresentativeFeb 26, 20261