Demo · fictional data for showcase purposes · Aimlitics

Summit Center

Group Practice • Lake Mary, FL

Veeva ID: 001hco000260

Tier Untiered
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Snapshot

Engagement

Hot

Called today

Sales motion

69+21%

Net units this period · 57 prior

Primary rep

Elaine Perez

Via Rockies 2

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

64

-26% vs prior period

Reps engaged (last 12 weeks)

10

Last contact

Today

May 4, 2026

Net units (last 12 weeks)

69

$127K net dollars · +21% 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 31, 2026

Top products

By units in last 12 weeks for Summit Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva59$109K
2Lyseva PFS 100mg63459-1002-01Lyseva10$18K

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
Rockies 2
ROC02
KADElaine PerezRule: 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
1Timothy SmithSales RepresentativeApr 27, 202619
2Alexander JohnsonSales RepresentativeMay 1, 202613
3Corey EspinozaSales RepresentativeApr 28, 20267
4Nancy SmithSales RepresentativeApr 13, 20267
5Alan HeathSales RepresentativeMar 13, 20265
6Elaine PerezSales RepresentativeApr 28, 20264
7Tina ValdezSales RepresentativeMay 4, 20263
8Tyler NewtonSales RepresentativeApr 2, 20263
9Jeremiah JonesSales RepresentativeMar 23, 20262
10Allison WilsonSales RepresentativeApr 15, 20261