Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • Gregoryside, GA

Veeva ID: 001hco000517

Tier Tier 1
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Snapshot

Engagement

Hot

Called 3d ago

Sales motion

104+117%

Net units this period · 48 prior

Primary rep

Kimberly Moyer

Via Rockies 14

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

35

+9% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

3 days ago

May 1, 2026

Net units (last 12 weeks)

104

$191K net dollars · +115% vs prior period

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

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

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva67$124K
2Lyseva PFS 100mg63459-1002-01Lyseva37$67K

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 14
ROC14
KADKimberly MoyerRule: 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
1Kimberly MoyerSales RepresentativeApr 21, 202616
2Joshua MendezSales RepresentativeMay 1, 202612
3John WalkerSales RepresentativeApr 17, 20263
4Christina CantrellSales RepresentativeMar 5, 20262
5Mitchell HarrisSales RepresentativeApr 30, 20262