Demo · fictional data for showcase purposes · Aimlitics

Pacific Center

Group Practice • Gomezchester, CA

Veeva ID: 001hco000110

Tier Untiered
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

No sales on record

Primary rep

Janet Young

Via Lakeshore 17

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

19

-24% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

3 days ago

May 1, 2026

Calls — weekly

13 most recent weeks for Pacific Center

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
Lakeshore 17
LAK17
SAMJanet YoungRule: 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
1Janet YoungSales RepresentativeApr 27, 20265
2Jeremiah JonesSales RepresentativeMay 1, 20264
3Jesse JordanSales RepresentativeApr 21, 20263
4Marcus MccallSales RepresentativeFeb 27, 20262
5James FosterSales RepresentativeApr 10, 20262
6Maya ChenSales RepresentativeApr 24, 20262
7Larry AdamsSales RepresentativeMar 3, 20261