Demo · fictional data for showcase purposes · Aimlitics

Liberty Allergy Clinic

Clinic • Simpsonfort, IL

Veeva ID: 001hco000389

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 5d ago

Sales motion

60%

Net units this period · 6 prior

Primary rep

Amanda Morales

Via Rockies 24

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

26

+73% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

5 days ago

Apr 29, 2026

Net units (last 12 weeks)

6

$11K net dollars · +8% vs prior period

Calls — weekly

13 most recent weeks for Liberty Allergy Clinic

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Liberty Allergy Clinic · last sale May 9, 2026

Top products

By units in last 12 weeks for Liberty Allergy Clinic

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva3$6K
2Lyseva 100mg Vial63459-1001-01Lyseva3$5K

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
Rockies 24
ROC24
KADAmanda MoralesRule: 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
1Christina CantrellSales RepresentativeApr 29, 202612
2Michael ClarkSales RepresentativeApr 27, 20265
3Chelsea YorkSales RepresentativeApr 16, 20264
4Patricia BergSales RepresentativeApr 24, 20264
5Christy BurkeSales RepresentativeMar 3, 20261