Demo · fictional data for showcase purposes · Aimlitics

Lakeshore Allergy Clinic

Clinic • New Tyler, WA

Veeva ID: 001hco000569

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 10d ago

Sales motion

19+6%

Net units this period · 18 prior

Primary rep

Bailey Reeves

Via Summit 17

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

10

+150% vs prior period

Reps engaged (last 12 weeks)

1

Last contact

10 days ago

Apr 24, 2026

Net units (last 12 weeks)

19

$35K net dollars · +7% vs prior period

Calls — weekly

13 most recent weeks for Lakeshore Allergy Clinic

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Lakeshore Allergy Clinic · last sale May 31, 2026

Top products

By units in last 12 weeks for Lakeshore Allergy Clinic

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva19$35K

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
Summit 17
SUM17
SAMBailey ReevesRule: 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
1Joshua MendezSales RepresentativeApr 24, 202610