Demo · fictional data for showcase purposes · Aimlitics

Hillcrest Allergy Clinic

Clinic • Jensenton, IL

Veeva ID: 001hco000342

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 6w ago

Sales motion

0-100%

Net units this period · 38 prior

Primary rep

Amanda Morales

Via Rockies 24

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

14

-44% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

43 days ago

Jul 24, 2026

Net units (last 12 weeks)

0

-100% vs prior period

Calls — weekly

13 most recent weeks for Hillcrest Allergy Clinic

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Hillcrest Allergy Clinic · last sale May 18, 2026

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
1Patricia BergSales RepresentativeJul 24, 20266
2Amanda MoralesSales RepresentativeJul 23, 20263
3Chelsea YorkSales RepresentativeJul 20, 20263
4Christy BurkeSales RepresentativeJul 22, 20261
5Christina CantrellSales RepresentativeJul 1, 20261