Demo · fictional data for showcase purposes · Aimlitics

Carol Lopez

Sales Representative • Commercial • Sales

FiltersTap to open

Snapshot

Calls attainment

590%

163 / 28

Units attainment

256%

117 / 46

Coverage

No HCOs in book

Engagement

Hot

Called today

Interactions (last 12 weeks)

163

163 / 28 (590%)

HCPs reached (last 12 weeks)

52

Last call

Today

May 4, 2026

Net units (last 12 weeks)

117

117 / 46 (257%) · $212K net dollars

AI · Suggestions

Suggested this week

5 priorities for Carol based on recent activity, account motion, and watch-list status. Click a row to expand prep details. Generated 3h ago.

  • Tier 2 account down 80% vs prior period (-8 units to just 2 current units) — highest-tier declining account in the book and most urgent recovery target.

    High
    priority
  • Down 80% vs prior period (-41 units) with only 10 units remaining — steepest absolute unit loss among untiered declining accounts.

    High
    priority
  • Down 72% vs prior period (-33 units) to 13 current units — second-largest absolute unit loss in the declining book.

    High
    priority
  • Down 55% vs prior period (-11 units) to 9 current units — significant decline warranting intervention before further erosion.

    Medium
    priority
  • Down 73% vs prior period (-8 units) to only 3 current units — near-zero volume signals risk of full account loss.

    Medium
    priority

Calls — weekly

13 most recent weeks for Carol Lopez

Net units — weekly

Signed units (sales − returns), 13 most recent weeks attributed to Carol Lopez · last sale May 30, 2026

Top HCOs by Units

Top accounts in last 12 weeks for Carol Lopez

#HCOTypeLocationUnitsNet dollars
1Cedar CenterGroup PracticeNew Ginamouth, NC37$66K
2Hillcrest CenterGroup PracticeNew Kylehaven, NC30$55K
3Greenwood Memorial HospitalHospitalNicholashaven, MA13$24K
4Hillcrest Immunology ClinicClinicSmithtown, NC10$18K
5Rockies CenterGroup PracticeEvanstad, NC10$17K
6Lakeshore Memorial HospitalHospitalSouth Allison, NC9$16K
7Maple CenterGroup PracticeWest Lindaland, NC5$9K
8Crestline CenterGroup PracticeNorth Ralphburgh, NC3$5K
9Liberty Pharmacy ServicesSpecialty PharmacySouth Rebeccaton, MA2$3K

Top HCPs called

By calls in last 12 weeks

#HCPSpecialtyCalls
1Samuel Anderson, MDRheumatology11
2Tiffany Lowe, MDInternal Medicine7
3Joseph Sutton, MDAllergy/Immunology7
4Jacob Burton, DOAllergy/Immunology6
5Stephanie Holden, MDDermatology6
6Mark Carey, MDDermatology6
7Jeremy Vaughn, MDDermatology5
8Jessica Berry, MDAllergy/Immunology5
9Michael Trevino, MDAllergy/Immunology5
10Teresa Koch, PAInternal Medicine5