Demo · fictional data for showcase purposes · Aimlitics

Cedar Center

Group Practice • Chadshire, FL

Veeva ID: 001hco000788

Tier Tier 2
FiltersTap to open

Snapshot

Engagement

Hot

Called 1d ago

Sales motion

9-31%

Net units this period · 13 prior

Primary rep

Joseph Curry

Via Lakeshore 6

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

20

+150% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

Yesterday

May 3, 2026

Net units (last 12 weeks)

9

$15K net dollars · -34% vs prior period

Calls — weekly

13 most recent weeks for Cedar Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Cedar Center · last sale May 10, 2026

Top products

By units in last 12 weeks for Cedar Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva7$12K
2Lyseva PFS 100mg63459-1002-01Lyseva2$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
Lakeshore 6
LAK06
SAMJoseph CurryRule: geographic
Secondary
Liberty 11
LIB11
SAMTina ValdezRule: 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
1Tyler NewtonSales RepresentativeApr 30, 202611
2Alan HeathSales RepresentativeApr 8, 20266
3Alexander JohnsonSales RepresentativeMay 3, 20262
4Jeremiah JonesSales RepresentativeFeb 10, 20261