Demo · fictional data for showcase purposes · Aimlitics

Summit Center

Group Practice • Port Rachel, MA

Veeva ID: 001hco000512

Tier Untiered
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Snapshot

Engagement

Hot

Called 2d ago

Sales motion

138+66%

Net units this period · 83 prior

Primary rep

Jim Ho

Via Liberty 3

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

14

-26% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

2 days ago

May 2, 2026

Net units (last 12 weeks)

138

$245K net dollars · +67% vs prior period

Calls — weekly

13 most recent weeks for Summit Center

Net units — weekly

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

Top products

By units in last 12 weeks for Summit Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva119$212K
2Lyseva PFS 100mg63459-1002-01Lyseva19$33K

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 3
LIB03
SAMJim HoRule: 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
1Connie CarlsonSales RepresentativeMay 2, 20269
2Tara KaufmanSales RepresentativeApr 27, 20265