Demo · fictional data for showcase purposes · Aimlitics

Rockies Center

Group Practice • South Raymondbury, VA

Veeva ID: 001hco000665

Tier Untiered
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Snapshot

Engagement

Hot

Called 6d ago

Sales motion

16+45%

Net units this period · 11 prior

Primary rep

John Russell

Via Atlantic 8

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

15

-25% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

6 days ago

Apr 28, 2026

Net units (last 12 weeks)

16

$29K net dollars · +46% 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 31, 2026

Top products

By units in last 12 weeks for Rockies Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva8$15K
2Lyseva 100mg Vial63459-1001-01Lyseva8$14K

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
Atlantic 8
ATL08
SAMJohn RussellRule: geographic
Secondary
Summit 26
SUM26
SAMTyler NewtonRule: team-role

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
1Tyler NewtonSales RepresentativeApr 28, 202613
2Morgan WilliamsSales RepresentativeApr 16, 20262