Demo · fictional data for showcase purposes · Aimlitics

Cedar Center

Group Practice • North Benjamin, GA

Veeva ID: 001hco000360

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 13d ago

Sales motion

-1-200%

Net units this period · 1 prior

Primary rep

Joshua Mendez

Via Summit 28

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

3

-40% vs prior period

Reps engaged (last 12 weeks)

1

Last contact

13 days ago

Apr 21, 2026

Net units (last 12 weeks)

-1

-$1K net dollars · -153% vs prior period

Calls — weekly

13 most recent weeks for Cedar Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Cedar Center · last sale Apr 17, 2026

Top products

By units in last 12 weeks for Cedar Center

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

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 28
SUM28
KADJoshua MendezRule: 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
1Joshua MendezSales RepresentativeApr 21, 20263