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

Active

Called 6w ago

Sales motion

-4

Net units this period · 0 prior

Primary rep

Alan Heath

Via Vista 19

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

22

-37% vs prior period

Reps engaged (last 12 weeks)

10

Last contact

44 days ago

Jul 23, 2026

Net units (last 12 weeks)

-4

-$8K net dollars

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 Jun 16, 2026

Top products

By units in last 12 weeks for Brookside Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva-4-$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 RepresentativeJul 9, 20266
2Jeremiah JonesSales RepresentativeJul 14, 20263
3Alexander JohnsonSales RepresentativeJul 23, 20263
4Corey EspinozaSales RepresentativeJun 30, 20262
5Joseph CurrySales RepresentativeJul 15, 20262
6Allison WilsonSales RepresentativeJun 29, 20262
7Nancy SmithSales RepresentativeJul 11, 20261
8Tina ValdezSales RepresentativeJun 22, 20261
9David AndersonSales RepresentativeJul 17, 20261
10Alan HeathSales RepresentativeJun 24, 20261