Demo · fictional data for showcase purposes · Aimlitics

Pacific Immunology Clinic

Clinic • South Juliemouth, CA

Veeva ID: 001hco000551

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 5w ago

Sales motion

9+200%

Net units this period · 3 prior

Primary rep

James Foster

Via Pacific 13

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

2

+100% vs prior period

Reps engaged (last 12 weeks)

1

Last contact

35 days ago

Mar 30, 2026

Net units (last 12 weeks)

9

$16K net dollars · +208% vs prior period

Calls — weekly

13 most recent weeks for Pacific Immunology Clinic

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Pacific Immunology Clinic · last sale May 6, 2026

Top products

By units in last 12 weeks for Pacific Immunology Clinic

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva9$16K

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
Pacific 13
PAC13
SAMJames FosterRule: 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
1Maya ChenSales RepresentativeMar 30, 20262