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

Hot

Called 4d ago

Sales motion

31+121%

Net units this period · 14 prior

Primary rep

Nancy Smith

Via Liberty 20

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

42

+50% vs prior period

Reps engaged (last 12 weeks)

9

Last contact

4 days ago

Apr 30, 2026

Net units (last 12 weeks)

31

$57K net dollars · +125% 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 May 18, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva27$51K
2Lyseva PFS 100mg63459-1002-01Lyseva3$6K

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 RepresentativeApr 29, 202614
2Timothy SmithSales RepresentativeApr 22, 20266
3Tina ValdezSales RepresentativeApr 29, 20265
4Nancy SmithSales RepresentativeApr 21, 20264
5Elaine PerezSales RepresentativeApr 23, 20264
6Jeremiah JonesSales RepresentativeApr 21, 20263
7Allison WilsonSales RepresentativeApr 30, 20263
8David AndersonSales RepresentativeApr 1, 20262
9Alan HeathSales RepresentativeFeb 20, 20261