Demo · fictional data for showcase purposes · Aimlitics

Riverside Center

Group Practice • Rogersfort, CA

Veeva ID: 001hco000366

Tier Untiered
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

0-100%

Net units this period · 3 prior

Primary rep

Jesse Jordan

Via Vista 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

25

+14% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

0

-100% vs prior period

Calls — weekly

13 most recent weeks for Riverside Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Riverside Center · last sale Jan 28, 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
Vista 7
VIS07
KADJesse JordanRule: geographic
Secondary
Pacific 13
PAC13
SAMJames FosterRule: team-role

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
1Maya ChenSales RepresentativeApr 30, 20266
2Janet YoungSales RepresentativeMay 1, 20266
3Jesse JordanSales RepresentativeApr 29, 20266
4Larry AdamsSales RepresentativeMar 24, 20263
5Marcus MccallSales RepresentativeApr 28, 20263
6James FosterSales RepresentativeMar 27, 20261