Demo · fictional data for showcase purposes · Aimlitics

Lakeshore Center

Group Practice • Davisstad, TX

Veeva ID: 001hco000623

Tier Untiered
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Snapshot

Engagement

Hot

Called 5d ago

Sales motion

21+250%

Net units this period · 6 prior

Primary rep

Kevin Payne

Via Rockies 28

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

35

+25% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

5 days ago

Apr 29, 2026

Net units (last 12 weeks)

21

$35K net dollars · +271% vs prior period

Calls — weekly

13 most recent weeks for Lakeshore Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Lakeshore Center · last sale Apr 29, 2026

Top products

By units in last 12 weeks for Lakeshore Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva21$35K

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
Rockies 28
ROC28
MSLKevin PayneRule: 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
1Alexander JohnsonSales RepresentativeApr 29, 202612
2Kevin PayneSales RepresentativeApr 29, 202610
3Sydney ReevesSales RepresentativeApr 27, 20268
4Bailey ReevesSales RepresentativeApr 7, 20263
5Alexis FordSales RepresentativeFeb 10, 20261
6Antonio YoungSales RepresentativeApr 27, 20261