Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • Richardport, CA

Veeva ID: 001hco000474

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 5w ago

Sales motion

16+60%

Net units this period · 10 prior

Primary rep

Maya Chen

Via Greater Los Angeles

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

8

-20% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

34 days ago

Mar 31, 2026

Net units (last 12 weeks)

16

$29K net dollars · +59% 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 18, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva16$29K

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
Greater Los Angeles
PAC12
SAMMaya ChenRule: 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
1Larry AdamsSales RepresentativeMar 31, 20264
2Marcus MccallSales RepresentativeMar 16, 20264