Demo · fictional data for showcase purposes · Aimlitics

Lakeshore Center

Group Practice • New Robert, FL

Veeva ID: 001hco000249

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called today

Sales motion

36-16%

Net units this period · 43 prior

Primary rep

Alan Heath

Via Vista 19

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

40

+21% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

36

$67K net dollars · -16% vs prior period

Calls — weekly

13 most recent weeks for Lakeshore Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Lakeshore Center · last sale May 28, 2026

Top products

By units in last 12 weeks for Lakeshore Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva25$46K
2Lyseva PFS 100mg63459-1002-01Lyseva11$21K

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
1Corey EspinozaSales RepresentativeMay 4, 202611
2Timothy SmithSales RepresentativeApr 6, 20267
3Alan HeathSales RepresentativeApr 27, 20267
4Nancy SmithSales RepresentativeMay 1, 20266
5Jeremiah JonesSales RepresentativeApr 17, 20264
6David AndersonSales RepresentativeMay 4, 20263
7Tina ValdezSales RepresentativeApr 23, 20262