Demo · fictional data for showcase purposes · Aimlitics

Crestline Center

Group Practice • New Jameston, PA

Veeva ID: 001hco000234

Tier Untiered
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Snapshot

Engagement

Hot

Called 4d ago

Sales motion

2-67%

Net units this period · 6 prior

Primary rep

Christopher Bowers

Via Pacific 21

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

14

+17% vs prior period

Reps engaged (last 12 weeks)

4

Last contact

4 days ago

Apr 30, 2026

Net units (last 12 weeks)

2

$3K net dollars · -65% 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 May 10, 2026

Top products

By units in last 12 weeks for Crestline Center

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva2$3K
2Lyseva PFS 100mg63459-1002-01Lyseva0$659

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
Pacific 21
PAC21
SAMChristopher BowersRule: 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
1Mike ReidSales RepresentativeApr 29, 20266
2Karen WilliamsSales RepresentativeApr 23, 20265
3Christopher BowersSales RepresentativeApr 30, 20262
4John RussellSales RepresentativeMar 25, 20261