Demo · fictional data for showcase purposes · Aimlitics

Northwest Center

Group Practice • Jenniferhaven, GA

Veeva ID: 001hco000422

Tier Tier 2
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

-3-123%

Net units this period · 13 prior

Primary rep

Connie Carlson

Via Liberty 13

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

19

-55% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

43 days ago

Jul 24, 2026

Net units (last 12 weeks)

-3

-$5K net dollars · -125% vs prior period

Calls — weekly

13 most recent weeks for Northwest Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Northwest Center · last sale Jul 1, 2026

Top products

By units in last 12 weeks for Northwest Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva-4-$6K
2Lyseva 100mg Vial63459-1001-01Lyseva1$1K

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 13
LIB13
ALLConnie CarlsonRule: 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
1John WalkerSales RepresentativeJul 24, 20268
2Kimberly MoyerSales RepresentativeJul 24, 20265
3Jeremiah JonesSales RepresentativeJul 20, 20263
4Mitchell HarrisSales RepresentativeJul 1, 20262
5Connie CarlsonSales RepresentativeJul 11, 20261