Demo · fictional data for showcase purposes · Aimlitics

Liberty Center

Group Practice • Maryfurt, VA

Veeva ID: 001hco000382

Tier Untiered
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Snapshot

Engagement

Hot

Called 6d ago

Sales motion

16-20%

Net units this period · 20 prior

Primary rep

Tyler Newton

Via Summit 26

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

21

-5% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

6 days ago

Apr 28, 2026

Net units (last 12 weeks)

16

$28K net dollars · -21% vs prior period

Calls — weekly

13 most recent weeks for Liberty Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Liberty Center · last sale May 24, 2026

Top products

By units in last 12 weeks for Liberty Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva12$22K
2Lyseva PFS 100mg63459-1002-01Lyseva4$6K

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
Summit 26
SUM26
SAMTyler NewtonRule: 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
1Tara KaufmanSales RepresentativeApr 24, 202611
2Elaine PerezSales RepresentativeMar 25, 20263
3James MooreSales RepresentativeApr 3, 20262
4Morgan WilliamsSales RepresentativeApr 28, 20262
5Brittany QuinnSales RepresentativeMar 5, 20261
6Tyler NewtonSales RepresentativeApr 14, 20261
7Christopher BowersSales RepresentativeApr 14, 20261