Demo · fictional data for showcase purposes · Aimlitics

Vista Center

Group Practice • Seanstad, AZ

Veeva ID: 001hco000419

Tier Untiered
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

No sales on record

Primary rep

Jeffrey Marshall

Via Cedar 22

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

+6% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

3 days ago

May 1, 2026

Calls — weekly

13 most recent weeks for Vista Center

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
Cedar 22
CED22
KADJeffrey MarshallRule: 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
1Sydney ReevesSales RepresentativeApr 29, 20269
2Bryan MartinezSales RepresentativeMay 1, 20268