Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Health System • West Amy, WA

Veeva ID: 001hco000465

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 2w ago

Sales motion

10+25%

Net units this period · 8 prior

Primary rep

Mary Curtis

Via Liberty 23

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

9

+13% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

17 days ago

Apr 17, 2026

Net units (last 12 weeks)

10

$18K net dollars · +24% 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 May 29, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva10$18K

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
Liberty 23
LIB23
ALLMary CurtisRule: 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
1James WilliamsSales RepresentativeApr 17, 20266
2Bailey ReevesSales RepresentativeApr 6, 20262
3Antonio YoungSales RepresentativeMar 6, 20261