Demo · fictional data for showcase purposes · Aimlitics

Rockies Center

Group Practice • Port Donna, CA

Veeva ID: 001hco000436

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 4d ago

Sales motion

21+75%

Net units this period · 12 prior

Primary rep

Janet Young

Via Lakeshore 17

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

15

-25% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

4 days ago

Apr 30, 2026

Net units (last 12 weeks)

21

$38K net dollars · +84% vs prior period

Calls — weekly

13 most recent weeks for Rockies Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Rockies Center · last sale May 29, 2026

Top products

By units in last 12 weeks for Rockies Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva21$38K

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
Lakeshore 17
LAK17
SAMJanet YoungRule: 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
1Larry AdamsSales RepresentativeApr 17, 20268
2Janet YoungSales RepresentativeApr 30, 20264
3Maya ChenSales RepresentativeApr 16, 20261
4James FosterSales RepresentativeFeb 19, 20261
5Jesse JordanSales RepresentativeMar 2, 20261