Demo · fictional data for showcase purposes · Aimlitics

Rockies Center

Group Practice • North Karentown, FL

Veeva ID: 001hco000582

Tier Tier 2
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Snapshot

Engagement

Hot

Called today

Sales motion

13-76%

Net units this period · 55 prior

Primary rep

Corey Espinoza

Via Vista 11

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

30

-32% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

13

$24K net dollars · -76% vs prior period

Calls — weekly

13 most recent weeks for Rockies Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Rockies Center · last sale May 22, 2026

Top products

By units in last 12 weeks for Rockies Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva13$24K

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
1Timothy SmithSales RepresentativeMay 4, 202615
2Elaine PerezSales RepresentativeApr 26, 20267
3Nancy SmithSales RepresentativeApr 13, 20265
4Allison WilsonSales RepresentativeMar 30, 20262
5Jeremiah JonesSales RepresentativeApr 23, 20261