Demo · fictional data for showcase purposes · Aimlitics

Lakeshore Health

Hospital • Port Daniel, MO • 135 beds

Veeva ID: 001hco000772

Tier UntieredGeneral
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Snapshot

Engagement

Hot

Called today

Sales motion

91+18%

Net units this period · 77 prior

Primary rep

James Foster

Via Pacific 13

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

6

+50% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

91

$165K net dollars · +18% vs prior period

Calls — weekly

13 most recent weeks for Lakeshore Health

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Lakeshore Health · last sale May 27, 2026

Top products

By units in last 12 weeks for Lakeshore Health

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva73$130K
2Lyseva PFS 100mg63459-1002-01Lyseva19$35K

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
Pacific 13
PAC13
SAMJames FosterRule: 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
1Jeffrey MarshallSales RepresentativeApr 24, 20263
2James FosterSales RepresentativeMay 4, 20263