Demo · fictional data for showcase purposes · Aimlitics

Liberty Center

Group Practice • Port Kevin, GA

Veeva ID: 001hco000291

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

8+167%

Net units this period · 3 prior

Primary rep

Connie Carlson

Via Liberty 13

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

23

-60% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

43 days ago

Jul 24, 2026

Net units (last 12 weeks)

8

$15K net dollars · +170% 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 Jul 29, 2026

Top products

By units in last 12 weeks for Liberty Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva8$15K

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 RepresentativeJul 24, 202611
2John WalkerSales RepresentativeJul 9, 20267
3Christina CantrellSales RepresentativeJul 7, 20262
4Mitchell HarrisSales RepresentativeJun 16, 20261
5Jeremiah JonesSales RepresentativeJun 15, 20261
6Connie CarlsonSales RepresentativeJul 8, 20261