Demo · fictional data for showcase purposes · Aimlitics

Atlantic Center

Group Practice • Brianview, IN

Veeva ID: 001hco000216

Tier Untiered
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Snapshot

Engagement

Active

Called 7w ago

Sales motion

5-64%

Net units this period · 14 prior

Primary rep

Alexis Ford

Via Vista 22

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

11

-48% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

47 days ago

Jul 20, 2026

Net units (last 12 weeks)

5

$9K net dollars · -67% vs prior period

Calls — weekly

13 most recent weeks for Atlantic Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Atlantic Center · last sale Jul 26, 2026

Top products

By units in last 12 weeks for Atlantic Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva5$9K

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
Vista 22
VIS22
SAMAlexis FordRule: 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
1Michael ClarkSales RepresentativeJul 8, 20264
2Alexis FordSales RepresentativeJul 15, 20263
3Mike ReidSales RepresentativeJul 1, 20262
4Jamie WilliamsSales RepresentativeJul 20, 20261
5Dan KerrSales RepresentativeJul 13, 20261