Demo · fictional data for showcase purposes · Aimlitics

Brookside Center

Group Practice • Smithport, CA

Veeva ID: 001hco000375

Tier Tier 2
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Snapshot

Engagement

Hot

Called 5d ago

Sales motion

1

Net units this period · 0 prior

Primary rep

Marcus Mccall

Via Atlantic 28

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

3

-50% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

5 days ago

Apr 29, 2026

Net units (last 12 weeks)

1

$2K net dollars

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 Feb 22, 2026

Top products

By units in last 12 weeks for Brookside Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva1$2K

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 28
ATL28
SAMMarcus MccallRule: 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
1Janet YoungSales RepresentativeApr 3, 20262
2Jesse JordanSales RepresentativeApr 29, 20261