Demo · fictional data for showcase purposes · Aimlitics

Maple Center

Group Practice • West Carlastad, CA

Veeva ID: 001hco000003

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 6w ago

Sales motion

8-85%

Net units this period · 53 prior

Primary rep

Marcus Mccall

Via Atlantic 28

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

16

-53% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

44 days ago

Jul 23, 2026

Net units (last 12 weeks)

8

$15K net dollars · -84% vs prior period

Calls — weekly

13 most recent weeks for Maple Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Maple Center · last sale Jul 31, 2026

Top products

By units in last 12 weeks for Maple Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva8$15K

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 28
ATL28
SAMMarcus MccallRule: 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
1Larry AdamsSales RepresentativeJul 17, 20265
2Jesse JordanSales RepresentativeJul 21, 20265
3Jeremiah JonesSales RepresentativeJul 23, 20264
4Maya ChenSales RepresentativeJul 22, 20261
5Janet YoungSales RepresentativeJul 13, 20261