Demo · fictional data for showcase purposes · Aimlitics

Lakeshore Center

Health System • South Pattyville, NY

Veeva ID: 001hco000169

Tier Untiered
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

44-28%

Net units this period · 61 prior

Primary rep

Christy Burke

Via Atlantic 15

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

9

-10% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

44

$79K net dollars · -27% vs prior period

Calls — weekly

13 most recent weeks for Lakeshore Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Lakeshore Center · last sale May 21, 2026

Top products

By units in last 12 weeks for Lakeshore Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva38$68K
2Lyseva PFS 100mg63459-1002-01Lyseva6$11K

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 15
ATL15
KADChristy BurkeRule: 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
1Corey EspinozaSales RepresentativeApr 17, 20263
2Calvin GardnerSales RepresentativeMay 1, 20262
3Christy BurkeSales RepresentativeMar 6, 20262
4Morgan WilliamsSales RepresentativeMar 11, 20261
5Tina ValdezSales RepresentativeApr 3, 20261