Demo · fictional data for showcase purposes · Aimlitics

Rockies Center

Group Practice • South Derrick, AZ

Veeva ID: 001hco000645

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called today

Sales motion

15-35%

Net units this period · 23 prior

Primary rep

Sydney Reeves

Via Pacific 15

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

77

-4% vs prior period

Reps engaged (last 12 weeks)

10

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

15

$28K net dollars · -35% vs prior period

Calls — weekly

13 most recent weeks for Rockies Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Rockies Center · last sale Apr 12, 2026

Top products

By units in last 12 weeks for Rockies Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva15$28K

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
Pacific 15
PAC15
KADSydney ReevesRule: 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
1Bryan MartinezSales RepresentativeApr 29, 202619
2Ashley GonzalezSales RepresentativeMay 4, 202618
3Jeffrey MarshallSales RepresentativeApr 24, 202612
4John WalkerSales RepresentativeApr 22, 20267
5Sydney ReevesSales RepresentativeApr 3, 20266
6Alan HeathSales RepresentativeApr 8, 20265
7Brittany QuinnSales RepresentativeApr 29, 20265
8Lisa DixonSales RepresentativeApr 10, 20263
9Chelsea YorkSales RepresentativeApr 20, 20261
10Kevin PayneSales RepresentativeMar 3, 20261