Demo · fictional data for showcase purposes · Aimlitics

Atlantic Center

Group Practice • Beasleyside, PA

Veeva ID: 001hco000166

Tier Tier 2
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Snapshot

Engagement

Hot

Called 2d ago

Sales motion

1-80%

Net units this period · 5 prior

Primary rep

Mike Reid

Via Cedar 11

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

47

-13% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

2 days ago

May 2, 2026

Net units (last 12 weeks)

1

$2K net dollars · -74% vs prior period

Calls — weekly

13 most recent weeks for Atlantic Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Atlantic Center · last sale Apr 2, 2026

Top products

By units in last 12 weeks for Atlantic Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva1$2K

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 11
CED11
ALLMike ReidRule: 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
1Lisa DixonSales RepresentativeMay 2, 202631
2Christopher BowersSales RepresentativeApr 13, 20266
3Karen WilliamsSales RepresentativeMay 1, 20265
4John RussellSales RepresentativeApr 28, 20263
5Jesse JordanSales RepresentativeApr 22, 20262