Demo · fictional data for showcase purposes · Aimlitics

Riverside Center

Group Practice • Melissafort, FL

Veeva ID: 001hco000312

Tier Untiered
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Snapshot

Engagement

Hot

Called 5d ago

Sales motion

No sales on record

Primary rep

Alan Heath

Via Vista 19

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

13

+63% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

5 days ago

Apr 29, 2026

Calls — weekly

13 most recent weeks for Riverside Center

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 19
VIS19
SAMAlan HeathRule: 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 RepresentativeApr 28, 20267
2David AndersonSales RepresentativeApr 3, 20262
3Alan HeathSales RepresentativeApr 29, 20262
4Elaine PerezSales RepresentativeMar 11, 20261
5Corey EspinozaSales RepresentativeFeb 20, 20261