Demo · fictional data for showcase purposes · Aimlitics

Greenwood Center

Group Practice • Grayfurt, FL

Veeva ID: 001hco000789

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Hot

Called 2d ago

Sales motion

7+250%

Net units this period · 2 prior

Primary rep

Alexander Johnson

Via Lakeshore 14

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

68

+3% vs prior period

Reps engaged (last 12 weeks)

10

Last contact

2 days ago

May 2, 2026

Net units (last 12 weeks)

7

$12K net dollars · +242% vs prior period

Calls — weekly

13 most recent weeks for Greenwood Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Greenwood Center · last sale Apr 18, 2026

Top products

By units in last 12 weeks for Greenwood Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva7$12K

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
Lakeshore 14
LAK14
SAMAlexander JohnsonRule: 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
1Nancy SmithSales RepresentativeMay 1, 202621
2Tyler NewtonSales RepresentativeMay 1, 202610
3Alan HeathSales RepresentativeApr 30, 20269
4Allison WilsonSales RepresentativeApr 30, 20268
5Timothy SmithSales RepresentativeApr 21, 20266
6Alexander JohnsonSales RepresentativeMay 2, 20266
7David AndersonSales RepresentativeApr 24, 20263
8Corey EspinozaSales RepresentativeApr 17, 20263
9Elaine PerezSales RepresentativeMar 25, 20261
10Joseph CurrySales RepresentativeMar 26, 20261