Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • Reedborough, CA

Veeva ID: 001hco000149

Tier Tier 2
FiltersTap to open

Snapshot

Engagement

Active

Called 7w ago

Sales motion

6-89%

Net units this period · 53 prior

Primary rep

Jeremiah Jones

Via Summit 14

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

2

-82% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

51 days ago

Jul 16, 2026

Net units (last 12 weeks)

6

$10K net dollars · -89% vs prior period

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale Jul 28, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva4$8K
2Lyseva PFS 100mg63459-1002-01Lyseva1$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
Summit 14
SUM14
SAMJeremiah JonesRule: geographic
Secondary
Atlantic 11
ATL11
SAMLarry AdamsRule: team-role

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
1Larry AdamsSales RepresentativeJul 16, 20261
2Jeremiah JonesSales RepresentativeJun 14, 20261