Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • North Judymouth, CA

Veeva ID: 001hco000392

Tier Untiered
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Snapshot

Engagement

Hot

Called today

Sales motion

30-48%

Net units this period · 58 prior

Primary rep

Marcus Mccall

Via Atlantic 28

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

10

+25% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

30

$54K net dollars · -48% vs prior period

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale May 28, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva21$37K
2Lyseva PFS 100mg63459-1002-01Lyseva9$17K

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
Atlantic 28
ATL28
SAMMarcus MccallRule: 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
1James FosterSales RepresentativeMay 4, 20265
2Marcus MccallSales RepresentativeApr 23, 20263
3Janet YoungSales RepresentativeApr 8, 20262