Demo · fictional data for showcase purposes · Aimlitics

Summit Center

Outpatient Center • Josephside, CA

Veeva ID: 001hco000524

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 10d ago

Sales motion

22-8%

Net units this period · 24 prior

Primary rep

Maya Chen

Via Greater Los Angeles

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

10

+11% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

10 days ago

Apr 24, 2026

Net units (last 12 weeks)

22

$40K net dollars · -6% vs prior period

Calls — weekly

13 most recent weeks for Summit Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Summit Center · last sale May 31, 2026

Top products

By units in last 12 weeks for Summit Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva14$26K
2Lyseva 100mg Vial63459-1001-01Lyseva8$14K

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
1Marcus MccallSales RepresentativeApr 17, 20264
2Maya ChenSales RepresentativeApr 24, 20263
3James FosterSales RepresentativeApr 15, 20262
4Jeremiah JonesSales RepresentativeApr 12, 20261