Demo · fictional data for showcase purposes · Aimlitics

Rockies Center

Group Practice • South Derrick, AZ

Veeva ID: 001hco000645

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 6w ago

Sales motion

11-68%

Net units this period · 34 prior

Primary rep

Sydney Reeves

Via Pacific 15

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

36

-51% vs prior period

Reps engaged (last 12 weeks)

9

Last contact

42 days ago

Jul 25, 2026

Net units (last 12 weeks)

11

$20K net dollars · -68% 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 Jul 27, 2026

Top products

By units in last 12 weeks for Rockies Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva11$20K

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
1Ashley GonzalezSales RepresentativeJul 25, 20268
2Jeffrey MarshallSales RepresentativeJul 16, 20267
3John WalkerSales RepresentativeJul 14, 20265
4Bryan MartinezSales RepresentativeJul 21, 20265
5Sydney ReevesSales RepresentativeJun 24, 20263
6Brittany QuinnSales RepresentativeJul 21, 20263
7Lisa DixonSales RepresentativeJul 1, 20262
8Alan HeathSales RepresentativeJun 29, 20262
9Chelsea YorkSales RepresentativeJul 9, 20261