Demo · fictional data for showcase purposes · Aimlitics

Brookside Center

Outpatient Center • Hubbardfurt, FL

Veeva ID: 001hco000740

Tier Tier 1
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

16+23%

Net units this period · 13 prior

Primary rep

Alan Heath

Via Vista 19

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

41

-7% vs prior period

Reps engaged (last 12 weeks)

11

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

16

$28K net dollars · +25% 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 9, 2026

Top products

By units in last 12 weeks for Brookside Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva12$20K
2Lyseva PFS 100mg63459-1002-01Lyseva4$8K

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
Vista 19
VIS19
SAMAlan HeathRule: 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
1Tyler NewtonSales RepresentativeApr 20, 202611
2Nancy SmithSales RepresentativeApr 21, 20266
3Alexander JohnsonSales RepresentativeMay 1, 20265
4Jeremiah JonesSales RepresentativeApr 22, 20264
5Joseph CurrySales RepresentativeApr 23, 20264
6Corey EspinozaSales RepresentativeApr 9, 20263
7Allison WilsonSales RepresentativeApr 8, 20263
8Alan HeathSales RepresentativeApr 3, 20262
9Timothy SmithSales RepresentativeMar 10, 20261
10David AndersonSales RepresentativeApr 27, 20261