Demo · fictional data for showcase purposes · Aimlitics

Maple Center

Group Practice • Shawland, WA

Veeva ID: 001hco000576

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 7w ago

Sales motion

33+22%

Net units this period · 27 prior

Primary rep

James Williams

Via Vista 16

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

18

-54% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

46 days ago

Jul 21, 2026

Net units (last 12 weeks)

33

$57K net dollars · +19% vs prior period

Calls — weekly

13 most recent weeks for Maple Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Maple Center · last sale Jul 24, 2026

Top products

By units in last 12 weeks for Maple Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva31$53K
2Lyseva PFS 100mg63459-1002-01Lyseva2$4K

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 16
VIS16
MSLJames WilliamsRule: 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
1Joseph CurrySales RepresentativeJul 21, 20266
2Allison WilsonSales RepresentativeJul 17, 20265
3Marcus MccallSales RepresentativeJul 14, 20263
4James WilliamsSales RepresentativeJul 6, 20263
5Joshua MendezSales RepresentativeJun 23, 20261