Demo · fictional data for showcase purposes · Aimlitics

Brookside Center

Group Practice • Port Darrellview, NJ

Veeva ID: 001hco000755

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

0

Net units this period · -0 prior

Primary rep

Chelsea York

Via Liberty 25

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

22

-41% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

42 days ago

Jul 25, 2026

Net units (last 12 weeks)

0

-100% vs prior period

Calls — weekly

13 most recent weeks for Brookside Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Brookside Center · last sale May 3, 2026

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
Liberty 25
LIB25
SAMChelsea YorkRule: 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
1Laura SmithSales RepresentativeJul 25, 202615
2Marcus SmithSales RepresentativeJul 23, 20264
3Karen WilliamsSales RepresentativeJul 23, 20262
4James WilliamsSales RepresentativeJun 25, 20261