Demo · fictional data for showcase purposes · Aimlitics

Bayview Center

Group Practice • East Erika, CA

Veeva ID: 001hco000437

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 2w ago

Sales motion

10-64%

Net units this period · 28 prior

Primary rep

James Foster

Via Pacific 13

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

2

Reps engaged (last 12 weeks)

1

Last contact

14 days ago

Apr 20, 2026

Net units (last 12 weeks)

10

$18K net dollars · -64% vs prior period

Calls — weekly

13 most recent weeks for Bayview Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Bayview Center · last sale Apr 28, 2026

Top products

By units in last 12 weeks for Bayview Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva10$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
Pacific 13
PAC13
SAMJames FosterRule: 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
1James FosterSales RepresentativeApr 20, 20262