Demo · fictional data for showcase purposes · Aimlitics

Northwest Center

Group Practice • Rogersstad, FL

Veeva ID: 001hco000060

Tier Tier 2
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

4-56%

Net units this period · 9 prior

Primary rep

Timothy Smith

Via Lakeshore 12

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

31

-24% vs prior period

Reps engaged (last 12 weeks)

8

Last contact

45 days ago

Jul 22, 2026

Net units (last 12 weeks)

4

$6K net dollars · -58% vs prior period

Calls — weekly

13 most recent weeks for Northwest Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Northwest Center · last sale Jul 31, 2026

Top products

By units in last 12 weeks for Northwest Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva4$6K

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
Lakeshore 12
LAK12
KADTimothy SmithRule: 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
1Tina ValdezSales RepresentativeJul 21, 202611
2Nancy SmithSales RepresentativeJul 22, 20267
3Timothy SmithSales RepresentativeJul 17, 20263
4Tyler NewtonSales RepresentativeJul 6, 20263
5Joseph CurrySales RepresentativeJul 20, 20262
6Allison WilsonSales RepresentativeJul 2, 20262
7Alan HeathSales RepresentativeJun 17, 20262
8Jeremiah JonesSales RepresentativeJun 19, 20261