Demo · fictional data for showcase purposes · Aimlitics

Rockies Center

Group Practice • Jenniferland, TX

Veeva ID: 001hco000192

Tier Untiered
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Snapshot

Engagement

Hot

Called today

Sales motion

46+757%

Net units this period · -7 prior

Primary rep

Mary Curtis

Via Liberty 23

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

14

-46% vs prior period

Reps engaged (last 12 weeks)

7

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

46

$81K net dollars · -753% 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 31, 2026

Top products

By units in last 12 weeks for Rockies Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva34$61K
2Lyseva 100mg Vial63459-1001-01Lyseva11$21K

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
1Alexander JohnsonSales RepresentativeApr 20, 20264
2Alexis FordSales RepresentativeMay 4, 20263
3Sydney ReevesSales RepresentativeApr 30, 20262
4Mary CurtisSales RepresentativeMar 30, 20262
5Marcus SmithSales RepresentativeFeb 22, 20261
6Vincent AdamsSales RepresentativeMar 31, 20261
7Kevin PayneSales RepresentativeMar 25, 20261