Demo · fictional data for showcase purposes · Aimlitics

Summit Pharmacy Services

Specialty Pharmacy • Riveraside, CA

Veeva ID: 001hco000379

Tier Tier 2
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Snapshot

Engagement

Active

Called 8w ago

Sales motion

-0-100%

Net units this period · 48 prior

Primary rep

Marcus Mccall

Via Atlantic 28

Top HCP here

No affiliated HCPs scored

Interactions (last 12 weeks)

4

+33% vs prior period

Reps engaged (last 12 weeks)

2

Last contact

53 days ago

Jul 14, 2026

Net units (last 12 weeks)

-0

-$588 net dollars · -101% vs prior period

Calls — weekly

13 most recent weeks for Summit Pharmacy Services

Net units — weekly

Signed units (sales − returns), 13 most recent weeks for Summit Pharmacy Services · last sale Jul 29, 2026

Top products

By units in last 12 weeks for Summit Pharmacy Services

#ProductNDCBrandUnitsNet dollars
1Lyseva 100mg Vial63459-1001-01Lyseva0-$588

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 28
ATL28
SAMMarcus MccallRule: 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
1James FosterSales RepresentativeJul 2, 20262
2Jeremiah JonesSales RepresentativeJul 14, 20262