Demo · fictional data for showcase purposes · Aimlitics

Vista Center

Group Practice • Lopezhaven, VA

Veeva ID: 001hco000362

Tier Untiered
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Snapshot

Engagement

Hot

Called today

Sales motion

77+22%

Net units this period · 63 prior

Primary rep

Brittany Quinn

Via Pacific 26

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

46

+59% vs prior period

Reps engaged (last 12 weeks)

6

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

77

$135K net dollars · +22% 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 30, 2026

Top products

By units in last 12 weeks for Vista Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva66$117K
2Lyseva PFS 100mg63459-1002-01Lyseva11$19K

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 26
PAC26
SAMBrittany QuinnRule: 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
1Tyler NewtonSales RepresentativeMay 4, 202611
2John RussellSales RepresentativeApr 27, 202610
3Morgan WilliamsSales RepresentativeApr 29, 202610
4James MooreSales RepresentativeApr 21, 20266
5Tara KaufmanSales RepresentativeApr 20, 20265
6Elaine PerezSales RepresentativeApr 6, 20264