Demo · fictional data for showcase purposes · Aimlitics

Vista Center

Group Practice • South Kariside, TX

Veeva ID: 001hco000769

Tier Untiered
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Snapshot

Engagement

Active

Called 5w ago

Sales motion

28+47%

Net units this period · 19 prior

Primary rep

Mary Curtis

Via Liberty 23

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

7

-13% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

33 days ago

Apr 1, 2026

Net units (last 12 weeks)

28

$50K net dollars · +48% vs prior period

Calls — weekly

13 most recent weeks for Vista Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Vista Center · last sale May 6, 2026

Top products

By units in last 12 weeks for Vista Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva24$43K
2Lyseva PFS 100mg63459-1002-01Lyseva4$8K

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
Liberty 23
LIB23
ALLMary CurtisRule: 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
1Sydney ReevesSales RepresentativeMar 21, 20263
2Alexis FordSales RepresentativeMar 17, 20262
3Alexander JohnsonSales RepresentativeApr 1, 20262