Demo · fictional data for showcase purposes · Aimlitics

Brookside Center

Health System • New Luistown, PA

Veeva ID: 001hco000358

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

24+60%

Net units this period · 15 prior

Primary rep

Mike Reid

Via Cedar 11

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

27

+17% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

43 days ago

Jul 24, 2026

Net units (last 12 weeks)

24

$42K net dollars · +62% vs prior period

Calls — weekly

13 most recent weeks for Brookside Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Brookside Center · last sale Jul 26, 2026

Top products

By units in last 12 weeks for Brookside Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva24$42K

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
Cedar 11
CED11
ALLMike ReidRule: 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
1Lisa DixonSales RepresentativeJul 24, 202612
2Christopher BowersSales RepresentativeJul 23, 20269
3Mike ReidSales RepresentativeJul 14, 20263
4Jesse JordanSales RepresentativeJun 23, 20262
5John RussellSales RepresentativeJun 26, 20261