Demo · fictional data for showcase purposes · Aimlitics

Summit Center

Outpatient Center • Angelatown, GA

Veeva ID: 001hco000700

Tier Untiered
FiltersTap to open

Snapshot

Engagement

Active

Called 3w ago

Sales motion

66+633%

Net units this period · 9 prior

Primary rep

Kimberly Moyer

Via Rockies 14

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

3

-63% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

18 days ago

Apr 16, 2026

Net units (last 12 weeks)

66

$124K net dollars · +603% vs prior period

Calls — weekly

13 most recent weeks for Summit Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Summit Center · last sale May 29, 2026

Top products

By units in last 12 weeks for Summit Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva42$80K
2Lyseva PFS 100mg63459-1002-01Lyseva25$44K

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
Rockies 14
ROC14
KADKimberly MoyerRule: 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
1Jeremiah JonesSales RepresentativeFeb 19, 20262
2Mitchell HarrisSales RepresentativeApr 16, 20261