Demo · fictional data for showcase purposes · Aimlitics

Liberty Center

Group Practice • Port Kevin, GA

Veeva ID: 001hco000291

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called today

Sales motion

17-59%

Net units this period · 41 prior

Primary rep

Connie Carlson

Via Liberty 13

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

59

+34% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

17

$29K net dollars · -60% vs prior period

Calls — weekly

13 most recent weeks for Liberty Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Liberty Center · last sale May 7, 2026

Top products

By units in last 12 weeks for Liberty Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva13$24K
2Lyseva PFS 100mg63459-1002-01Lyseva3$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
Liberty 13
LIB13
ALLConnie CarlsonRule: 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 RepresentativeMay 4, 202625
2John WalkerSales RepresentativeApr 20, 202616
3Christina CantrellSales RepresentativeApr 16, 20267
4Connie CarlsonSales RepresentativeApr 17, 20264
5Mitchell HarrisSales RepresentativeMar 27, 20264
6Jeremiah JonesSales RepresentativeMar 26, 20263