Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • Lake Andrew, FL

Veeva ID: 001hco000057

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

30-71%

Net units this period · 102 prior

Primary rep

Nancy Smith

Via Liberty 20

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

20

-43% vs prior period

Reps engaged (last 12 weeks)

8

Last contact

45 days ago

Jul 22, 2026

Net units (last 12 weeks)

30

$55K net dollars · -70% vs prior period

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale Jul 28, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva26$48K
2Lyseva PFS 100mg63459-1002-01Lyseva4$7K

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 20
LIB20
ALLNancy SmithRule: 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
1Alexander JohnsonSales RepresentativeJul 21, 20266
2Timothy SmithSales RepresentativeJul 13, 20264
3Tina ValdezSales RepresentativeJul 21, 20263
4Nancy SmithSales RepresentativeJul 13, 20262
5Jeremiah JonesSales RepresentativeJul 13, 20262
6David AndersonSales RepresentativeJun 19, 20261
7Allison WilsonSales RepresentativeJul 22, 20261
8Elaine PerezSales RepresentativeJul 15, 20261