Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • Port Mary, IL

Veeva ID: 001hco000180

Tier Untiered
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Snapshot

Engagement

Hot

Called today

Sales motion

-3

Net units this period · 0 prior

Primary rep

Christina Cantrell

Via Lakeshore 16

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

27

+42% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

-3

-$6K net dollars

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale May 27, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva-3-$6K

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 16
LAK16
KADChristina CantrellRule: 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
1Christina CantrellSales RepresentativeApr 16, 202611
2Patricia BergSales RepresentativeApr 29, 20267
3David AndersonSales RepresentativeMay 1, 20263
4Chelsea YorkSales RepresentativeApr 24, 20262
5Christy BurkeSales RepresentativeMay 1, 20262
6Amanda MoralesSales RepresentativeMay 4, 20262