Demo · fictional data for showcase purposes · Aimlitics

Northwest Center

Group Practice • South David, TN

Veeva ID: 001hco000016

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

17-88%

Net units this period · 141 prior

Primary rep

Janet Young

Via Lakeshore 17

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

-59% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

44 days ago

Jul 23, 2026

Net units (last 12 weeks)

17

$31K net dollars · -88% vs prior period

Calls — weekly

13 most recent weeks for Northwest Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Northwest Center · last sale Jul 31, 2026

Top products

By units in last 12 weeks for Northwest Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva13$22K
2Lyseva PFS 100mg63459-1002-01Lyseva5$9K

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
1Kimberly MoyerSales RepresentativeJul 22, 20266
2John WalkerSales RepresentativeJul 23, 20263
3Alan HeathSales RepresentativeJul 21, 20263
4Taylor DeckerSales RepresentativeJul 7, 20262
5Jim HoSales RepresentativeJul 22, 20262
6Christina GreenSales RepresentativeJul 6, 20261