Demo · fictional data for showcase purposes · Aimlitics

Riverside Center

Health System • New Marcmouth, PA

Veeva ID: 001hco000068

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 6w ago

Sales motion

No sales on record

Primary rep

Mike Reid

Via Cedar 11

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

22

-49% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

43 days ago

Jul 24, 2026

Calls — weekly

13 most recent weeks for Riverside Center

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
Cedar 11
CED11
ALLMike ReidRule: 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
1Mike ReidSales RepresentativeJul 24, 20268
2John RussellSales RepresentativeJul 24, 20267
3Lisa DixonSales RepresentativeJul 14, 20264
4Karen WilliamsSales RepresentativeJul 24, 20263