Demo · fictional data for showcase purposes · Aimlitics

Maple Center

Group Practice • Jaredborough, MA

Veeva ID: 001hco000770

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 3d ago

Sales motion

18+260%

Net units this period · 5 prior

Primary rep

Corey Espinoza

Via Vista 11

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

62

+13% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

18

$33K net dollars · +293% vs prior period

Calls — weekly

13 most recent weeks for Maple Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Maple Center · last sale May 2, 2026

Top products

By units in last 12 weeks for Maple Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva14$25K
2Lyseva PFS 100mg63459-1002-01Lyseva4$8K

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 11
VIS11
KADCorey EspinozaRule: 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
1Jim HoSales RepresentativeApr 27, 202640
2Connie CarlsonSales RepresentativeApr 28, 202610
3Carol LopezSales RepresentativeApr 2, 20265
4Corey EspinozaSales RepresentativeMay 1, 20264
5Dan KerrSales RepresentativeApr 24, 20262
6Tara KaufmanSales RepresentativeFeb 17, 20261