Demo · fictional data for showcase purposes · Aimlitics

Rockies Center

Group Practice • Port Lisabury, CA

Veeva ID: 001hco000783

Tier Untiered
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Snapshot

Engagement

Cold

Called 5mo ago

Sales motion

63-26%

Net units this period · 85 prior

Primary rep

Janet Young

Via Lakeshore 17

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

0

-100% vs prior period

Reps engaged (last 12 weeks)

0

Last contact

138 days ago

Dec 17, 2025

Net units (last 12 weeks)

63

$113K net dollars · -26% 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 25, 2026

Top products

By units in last 12 weeks for Rockies Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva55$100K
2Lyseva PFS 100mg63459-1002-01Lyseva8$13K

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
Lakeshore 17
LAK17
SAMJanet YoungRule: 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
No calls in this period.