Demo · fictional data for showcase purposes · Aimlitics

Brookside Center

Group Practice • Aprilberg, FL

Veeva ID: 001hco000767

Tier Untiered
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Snapshot

Engagement

Active

Called 6w ago

Sales motion

6-33%

Net units this period · 9 prior

Primary rep

Jeremiah Jones

Via Summit 14

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

15

-58% vs prior period

Reps engaged (last 12 weeks)

5

Last contact

43 days ago

Jul 24, 2026

Net units (last 12 weeks)

6

$12K net dollars · -31% vs prior period

Calls — weekly

13 most recent weeks for Brookside Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Brookside Center · last sale Jul 9, 2026

Top products

By units in last 12 weeks for Brookside Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva6$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
Summit 14
SUM14
SAMJeremiah JonesRule: 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 RepresentativeJul 23, 202610
2Alan HeathSales RepresentativeJul 24, 20262
3Joseph CurrySales RepresentativeJun 29, 20261
4Corey EspinozaSales RepresentativeJun 18, 20261
5Elaine PerezSales RepresentativeJul 23, 20261