Demo · fictional data for showcase purposes · Aimlitics

Northwest Center

Group Practice • West Jonathan, AZ

Veeva ID: 001hco000150

Tier Tier 2
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

1-83%

Net units this period · 6 prior

Primary rep

Jeffrey Marshall

Via Cedar 22

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

-50% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

41 days ago

Jul 26, 2026

Net units (last 12 weeks)

1

$883 net dollars · -92% vs prior period

Calls — weekly

13 most recent weeks for Northwest Center

Net units — weekly

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

Top products

By units in last 12 weeks for Northwest Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva1$883

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 22
CED22
KADJeffrey MarshallRule: 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
1John WalkerSales RepresentativeJul 26, 20267
2Ashley GonzalezSales RepresentativeJul 23, 20265
3Jeffrey MarshallSales RepresentativeJul 7, 20262
4Sydney ReevesSales RepresentativeJul 10, 20261
5Chelsea YorkSales RepresentativeJul 9, 20261
6Rebecca SmithSales RepresentativeJun 19, 20261