Demo · fictional data for showcase purposes · Aimlitics

Vista Center

Group Practice • Moorefurt, FL

Veeva ID: 001hco000230

Tier Untiered
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Snapshot

Engagement

Cold

No calls on record

Sales motion

100%

Net units this period · 10 prior

Primary rep

Tyler Newton

Via Summit 26

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

0

Reps engaged (last 12 weeks)

0

Last contact

Never

Net units (last 12 weeks)

10

$18K net dollars · -1% vs prior period

Calls — weekly

13 most recent weeks for Vista Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Vista Center · last sale Apr 23, 2026

Top products

By units in last 12 weeks for Vista Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva9$16K
2Lyseva 100mg Vial63459-1001-01Lyseva1$2K

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
Summit 26
SUM26
SAMTyler NewtonRule: 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
No calls in this period.