Demo · fictional data for showcase purposes · Aimlitics

Maple Center

Group Practice • Montgomeryshire, IL

Veeva ID: 001hco000254

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 6d ago

Sales motion

No sales on record

Primary rep

Patricia Berg

Via Rockies 9

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

-43% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

6 days ago

Apr 28, 2026

Calls — weekly

13 most recent weeks for Maple 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
Rockies 9
ROC09
SAMPatricia BergRule: 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
1Michael ClarkSales RepresentativeApr 28, 202613
2Patricia BergSales RepresentativeApr 28, 20262
3Amanda MoralesSales RepresentativeApr 7, 20262