Demo · fictional data for showcase purposes · Aimlitics

Bayview Center

Group Practice • North Steven, MI

Veeva ID: 001hco000083

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

20-13%

Net units this period · 23 prior

Primary rep

Karen Williams

Via Atlantic 3

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

16

-75% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

45 days ago

Jul 22, 2026

Net units (last 12 weeks)

20

$35K net dollars · -13% vs prior period

Calls — weekly

13 most recent weeks for Bayview Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Bayview Center · last sale Jul 15, 2026

Top products

By units in last 12 weeks for Bayview Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva15$25K
2Lyseva PFS 100mg63459-1002-01Lyseva6$10K

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 3
ATL03
ALLKaren WilliamsRule: 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
1Nancy SmithSales RepresentativeJul 20, 20267
2Ashley GonzalezSales RepresentativeJul 22, 20264
3Christopher BowersSales RepresentativeJul 20, 20262
4Jamie WilliamsSales RepresentativeJul 16, 20261
5Elaine PerezSales RepresentativeJul 1, 20261
6Rebecca SmithSales RepresentativeJul 13, 20261