Demo · fictional data for showcase purposes · Aimlitics

Riverside Center

Group Practice • Garciaton, FL

Veeva ID: 001hco000747

Tier Untiered
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Snapshot

Engagement

Hot

Called 2d ago

Sales motion

71+1%

Net units this period · 70 prior

Primary rep

David Anderson

Via Pacific 12

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

48

+7% vs prior period

Reps engaged (last 12 weeks)

9

Last contact

2 days ago

May 2, 2026

Net units (last 12 weeks)

71

$129K net dollars · +1% vs prior period

Calls — weekly

13 most recent weeks for Riverside Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Riverside Center · last sale May 30, 2026

Top products

By units in last 12 weeks for Riverside Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva64$117K
2Lyseva PFS 100mg63459-1002-01Lyseva7$12K

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
Pacific 12
PAC12
SAMDavid AndersonRule: 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
1Alan HeathSales RepresentativeApr 28, 202612
2David AndersonSales RepresentativeMay 2, 202611
3Tyler NewtonSales RepresentativeApr 20, 20269
4Timothy SmithSales RepresentativeApr 1, 20267
5Allison WilsonSales RepresentativeApr 23, 20264
6Elaine PerezSales RepresentativeApr 29, 20262
7Corey EspinozaSales RepresentativeMar 3, 20261
8Nancy SmithSales RepresentativeMar 6, 20261
9Tina ValdezSales RepresentativeFeb 11, 20261