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

Active

Called 6w ago

Sales motion

6

Net units this period · 0 prior

Primary rep

Ashley Gonzalez

Via Liberty 25

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

34

-53% vs prior period

Reps engaged (last 12 weeks)

10

Last contact

42 days ago

Jul 25, 2026

Net units (last 12 weeks)

6

$11K net dollars · +10014% 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 Jul 30, 2026

Top products

By units in last 12 weeks for Brookside Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva6$11K

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 RepresentativeJul 24, 20266
2Lisa DixonSales RepresentativeJul 24, 20265
3John WalkerSales RepresentativeJul 17, 20265
4Jeffrey MarshallSales RepresentativeJul 21, 20264
5Alan HeathSales RepresentativeJul 25, 20264
6Chelsea YorkSales RepresentativeJul 6, 20264
7Ashley GonzalezSales RepresentativeJul 24, 20263
8Rebecca SmithSales RepresentativeJun 16, 20261
9Kevin PayneSales RepresentativeJun 17, 20261
10Bryan MartinezSales RepresentativeJul 8, 20261