Demo · fictional data for showcase purposes · Aimlitics

Maple Center

Group Practice • East Tylerport, GA

Veeva ID: 001hco000271

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

44+2%

Net units this period · 43 prior

Primary rep

Kimberly Moyer

Via Rockies 14

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

7

-72% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

45 days ago

Jul 22, 2026

Net units (last 12 weeks)

44

$82K net dollars · +2% vs prior period

Calls — weekly

13 most recent weeks for Maple Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Maple Center · last sale Jul 29, 2026

Top products

By units in last 12 weeks for Maple Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva24$45K
2Lyseva PFS 100mg63459-1002-01Lyseva20$36K

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
Rockies 14
ROC14
KADKimberly MoyerRule: 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 RepresentativeJun 26, 20263
2John WalkerSales RepresentativeJul 1, 20262
3Mitchell HarrisSales RepresentativeJun 23, 20261
4Jeremiah JonesSales RepresentativeJul 22, 20261