Demo · fictional data for showcase purposes · Aimlitics

Maple Center

Health System • Michelleshire, PA

Veeva ID: 001hco000668

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 6w ago

Sales motion

27-4%

Net units this period · 28 prior

Primary rep

Jesse Jordan

Via Vista 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

5

-62% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

43 days ago

Jul 24, 2026

Net units (last 12 weeks)

27

$43K net dollars · -4% vs prior period

Calls — weekly

13 most recent weeks for Maple Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Maple Center · last sale Jul 22, 2026

Top products

By units in last 12 weeks for Maple Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva27$43K

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 7
VIS07
KADJesse JordanRule: geographic
Secondary
Atlantic 8
ATL08
SAMJohn RussellRule: team-role

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
1Mike ReidSales RepresentativeJul 24, 20263
2Lisa DixonSales RepresentativeJul 24, 20262