Demo · fictional data for showcase purposes · Aimlitics

Brookside Center

Group Practice • Garyville, AZ

Veeva ID: 001hco000604

Tier Tier 2
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Snapshot

Engagement

Hot

Called today

Sales motion

-1-117%

Net units this period · 6 prior

Primary rep

Ashley Gonzalez

Via Liberty 25

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

75

+4% vs prior period

Reps engaged (last 12 weeks)

10

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

-1

-$3K net dollars · -125% vs prior period

Calls — weekly

13 most recent weeks for Brookside Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Brookside Center · last sale May 12, 2026

Top products

By units in last 12 weeks for Brookside Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva-1-$3K

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
Liberty 25
LIB25
KADAshley GonzalezRule: 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
1Brittany QuinnSales RepresentativeMay 4, 202620
2John WalkerSales RepresentativeApr 27, 202615
3Chelsea YorkSales RepresentativeApr 14, 202610
4Lisa DixonSales RepresentativeMay 4, 20266
5Bryan MartinezSales RepresentativeApr 17, 20265
6Jeffrey MarshallSales RepresentativeApr 29, 20265
7Alan HeathSales RepresentativeMay 4, 20265
8Ashley GonzalezSales RepresentativeMay 4, 20265
9Rebecca SmithSales RepresentativeMar 27, 20263
10Kevin PayneSales RepresentativeMar 30, 20261