Demo · fictional data for showcase purposes · Aimlitics

Northwest Center

Group Practice • Castroton, CA

Veeva ID: 001hco000441

Tier Untiered
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Snapshot

Engagement

Hot

Called 13d ago

Sales motion

3-62%

Net units this period · 8 prior

Primary rep

Janet Young

Via Lakeshore 17

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

7

-56% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

13 days ago

Apr 21, 2026

Net units (last 12 weeks)

3

$6K net dollars · -54% vs prior period

Calls — weekly

13 most recent weeks for Northwest Center

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Northwest Center · last sale May 31, 2026

Top products

By units in last 12 weeks for Northwest Center

#ProductNDCBrandUnitsNet dollars
1Lyseva PFS 100mg63459-1002-01Lyseva3$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
Lakeshore 17
LAK17
SAMJanet YoungRule: 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
1Janet YoungSales RepresentativeApr 20, 20262
2James FosterSales RepresentativeApr 13, 20262
3Marcus MccallSales RepresentativeApr 21, 20262
4Jesse JordanSales RepresentativeMar 24, 20261