Summit Center
Group Practice • Lake Mary, FL
Veeva ID: 001hco000260
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Snapshot
Engagement
Called 6w ago
Sales motion
12-29%
Net units this period · 17 prior
Top HCP here
—
No affiliated HCPs scored
Interactions (last 12 weeks)
30
-57% vs prior period
Reps engaged (last 12 weeks)
8
Last contact
43 days ago
Jul 24, 2026
Net units (last 12 weeks)
12
$20K net dollars · -33% 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 Jul 27, 2026
Top products
By units in last 12 weeks for Summit Center
| # | Product | NDC | Brand | Units | Net dollars |
|---|---|---|---|---|---|
| 1 | Lyseva PFS 100mg | 63459-1002-01 | Lyseva | 6 | $10K |
| 2 | Lyseva 100mg Vial | 63459-1001-01 | Lyseva | 6 | $10K |
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.
| Primary | Territory | Team role | Current Sales rep | Assignment |
|---|---|---|---|---|
| Primary | Rockies 2 ROC02 | KAD | Elaine Perez | Rule: 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
| # | Rep | Title | Last call | Calls |
|---|---|---|---|---|
| 1 | Timothy Smith | Sales Representative | Jul 17, 2026 | 9 |
| 2 | Alexander Johnson | Sales Representative | Jul 23, 2026 | 8 |
| 3 | Corey Espinoza | Sales Representative | Jul 20, 2026 | 5 |
| 4 | Tina Valdez | Sales Representative | Jul 24, 2026 | 3 |
| 5 | Elaine Perez | Sales Representative | Jul 20, 2026 | 2 |
| 6 | Nancy Smith | Sales Representative | Jul 2, 2026 | 1 |
| 7 | Tyler Newton | Sales Representative | Jun 23, 2026 | 1 |
| 8 | Allison Wilson | Sales Representative | Jul 7, 2026 | 1 |