Demo · fictional data for showcase purposes · Aimlitics

Vista Center

Group Practice • Taylormouth, PA

Veeva ID: 001hco000238

Tier Untiered
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

No sales on record

Primary rep

Jesse Jordan

Via Vista 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

20

+54% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

3 days ago

May 1, 2026

Calls — weekly

13 most recent weeks for Vista Center

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
Vista 7
VIS07
KADJesse JordanRule: 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
1Mike ReidSales RepresentativeApr 23, 20269
2John RussellSales RepresentativeMay 1, 20269
3Lisa DixonSales RepresentativeApr 9, 20261
4Christopher BowersSales RepresentativeFeb 25, 20261