Demo · fictional data for showcase purposes · Aimlitics

Atlantic Center

Group Practice • South Normaton, WI

Veeva ID: 001hco000231

Tier Untiered
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Snapshot

Engagement

Hot

Called 12d ago

Sales motion

No sales on record

Primary rep

Jesse Jordan

Via Vista 7

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

17

+55% vs prior period

Reps engaged (last 12 weeks)

3

Last contact

12 days ago

Apr 22, 2026

Calls — weekly

13 most recent weeks for Atlantic Center

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

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
1Christy BurkeSales RepresentativeApr 22, 20269
2Jesse JordanSales RepresentativeApr 21, 20267
3Vernon NelsonSales RepresentativeApr 2, 20261