Summit Center
Group Practice • Port Rachel, MA
Veeva ID: 001hco000512
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Snapshot
Engagement
Called 6w ago
Sales motion
0-100%
Net units this period · 3 prior
Top HCP here
—
No affiliated HCPs scored
Interactions (last 12 weeks)
6
-60% vs prior period
Reps engaged (last 12 weeks)
2
Last contact
44 days ago
Jul 23, 2026
Net units (last 12 weeks)
0
-100% 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 16, 2026
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.
| Primary | Territory | Team role | Current Sales rep | Assignment |
|---|---|---|---|---|
| Primary | Liberty 3 LIB03 | SAM | Jim Ho | Rule: 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
| # | Rep | Title | Last call | Calls |
|---|---|---|---|---|
| 1 | Connie Carlson | Sales Representative | Jul 23, 2026 | 3 |
| 2 | Tara Kaufman | Sales Representative | Jul 17, 2026 | 3 |