Demo · fictional data for showcase purposes · Aimlitics

Lakeshore Center

Group Practice • North Thomasside, PA

Veeva ID: 001hco000639

Tier Untiered
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Snapshot

Engagement

Hot

Called today

Sales motion

15-40%

Net units this period · 25 prior

Primary rep

John Russell

Via Atlantic 8

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

14

+56% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

15

$27K net dollars · -39% vs prior period

Calls — weekly

13 most recent weeks for Lakeshore Center

Net units — weekly

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

Top products

By units in last 12 weeks for Lakeshore Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva15$27K

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
Atlantic 8
ATL08
SAMJohn RussellRule: 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 RepresentativeMay 4, 202612
2John RussellSales RepresentativeApr 14, 20261
3Christopher BowersSales RepresentativeApr 17, 20261