Demo · fictional data for showcase purposes · Aimlitics

Pacific Immunology Clinic

Clinic • South Juliemouth, CA

Veeva ID: 001hco000551

Tier Untiered
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Snapshot

Engagement

Lapsed

Called 3mo ago

Sales motion

29-49%

Net units this period · 57 prior

Primary rep

James Foster

Via Pacific 13

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

1

-50% vs prior period

Reps engaged (last 12 weeks)

1

Last contact

81 days ago

Jun 16, 2026

Net units (last 12 weeks)

29

$53K net dollars · -48% 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 Jul 30, 2026

Top products

By units in last 12 weeks for Pacific Immunology Clinic

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva22$41K
2Lyseva 100mg Vial63459-1001-01Lyseva7$12K

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 RepresentativeJun 16, 20261