Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • South Christine, WI

Veeva ID: 001hco000410

Tier Tier 2
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

1-50%

Net units this period · 2 prior

Primary rep

Christy Burke

Via Atlantic 15

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

10

+43% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

44 days ago

Jul 23, 2026

Net units (last 12 weeks)

1

$901 net dollars · -73% vs prior period

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale Jul 29, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva1$901

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
Atlantic 15
ATL15
KADChristy BurkeRule: 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
1Jesse JordanSales RepresentativeJul 22, 20265
2Joseph CurrySales RepresentativeJul 23, 20262
3Christy BurkeSales RepresentativeJul 21, 20262
4Vernon NelsonSales RepresentativeJul 1, 20261