Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • North Haileyfort, IL

Veeva ID: 001hco000416

Tier Untiered
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Snapshot

Engagement

Active

Called 7w ago

Sales motion

3+50%

Net units this period · 2 prior

Primary rep

Christy Burke

Via Atlantic 15

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

11

-54% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

50 days ago

Jul 17, 2026

Net units (last 12 weeks)

3

$6K net dollars · +57% vs prior period

Calls — weekly

13 most recent weeks for Crestline Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Crestline Center · last sale Jun 25, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva3$6K

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 15
ATL15
KADChristy BurkeRule: 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
1Amanda MoralesSales RepresentativeJun 29, 20263
2Michael ClarkSales RepresentativeJul 17, 20263
3Christy BurkeSales RepresentativeJul 7, 20263
4David AndersonSales RepresentativeJul 7, 20262