Demo · fictional data for showcase purposes · Aimlitics

Summit Center

Group Practice • South Thomas, IN

Veeva ID: 001hco000600

Tier Untiered
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Snapshot

Engagement

Hot

Called today

Sales motion

23+188%

Net units this period · 8 prior

Primary rep

Dan Kerr

Via Atlantic 20

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

13

-28% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

23

$42K net dollars · +210% vs prior period

Calls — weekly

13 most recent weeks for Summit Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Summit Center · last sale May 3, 2026

Top products

By units in last 12 weeks for Summit Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva12$22K
2Lyseva PFS 100mg63459-1002-01Lyseva11$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
Atlantic 20
ATL20
KADDan KerrRule: 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
1Morgan WilliamsSales RepresentativeMay 4, 20265
2Alexis FordSales RepresentativeMay 1, 20263
3Dan KerrSales RepresentativeApr 3, 20262
4Jamie WilliamsSales RepresentativeApr 8, 20262
5Marcus MccallSales RepresentativeApr 6, 20261