Demo · fictional data for showcase purposes · Aimlitics

Patricia Berg

Sales Representative • Commercial • Sales

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Snapshot

Calls attainment

476%

233 / 49

Units attainment

371%

182 / 49

Coverage

No HCOs in book

Engagement

Hot

Called today

Interactions (last 12 weeks)

233

233 / 49 (476%)

HCPs reached (last 12 weeks)

48

Last call

Today

May 4, 2026

Net units (last 12 weeks)

182

182 / 49 (372%) · $330K net dollars

AI · Suggestions

Suggested this week

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

  • Tier 2 account down 83% vs prior period (-19 units), now at only 4 units — highest-priority decline in book by both tier and magnitude.

    High
    priority
  • Tier 2 watch-list account with last sale on 2026-01-08 and only 2 prior units — at risk of full lapse with no recent re-engagement.

    High
    priority
  • Tier 2 rising account up 65% vs prior period (+31 units, now 79 units) — highest-tier growth opportunity in book worth capitalizing on.

    Low
    priority
  • Down 47% vs prior period (-7 units, now 8 units) — second-largest declining account by volume after Cedar Center.

    Medium
    priority
  • Tier 2 rising account up 30% vs prior period (+6 units, now 26 units) — only other tiered growth account in book to reinforce momentum.

    Low
    priority

Calls — weekly

13 most recent weeks for Patricia Berg

Net units — weekly

Signed units (sales − returns), 13 most recent weeks attributed to Patricia Berg · last sale May 28, 2026

Top HCOs by Units

Top accounts in last 12 weeks for Patricia Berg

#HCOTypeLocationUnitsNet dollars
1Liberty CenterInfusion CenterPort Coryhaven, IL79$141K
2Atlantic CenterGroup PracticeArnoldton, IL26$53K
3Pacific Memorial HospitalHospitalWilsonmouth, IL26$46K
4Brookside CenterGroup PracticeNorth Thomasfurt, IL17$31K
5Summit CenterGroup PracticeMillermouth, IL11$21K
6Greenwood CenterGroup PracticeRomeroburgh, IL8$15K
7Hillcrest CenterGroup PracticeBrookeland, IL5$10K
8Cedar CenterGroup PracticeJohnsonfurt, IL4$6K
9Brookside CenterGroup PracticePetersfurt, IL3$5K
10Summit Memorial HospitalHospitalLake Jimmy, MI1$2K

Top HCPs called

By calls in last 12 weeks

#HCPSpecialtyCalls
1Larry Clark, MDRheumatology18
2Christopher Fitzgerald, MDRheumatology16
3John Best, DODermatology14
4Rodney Serrano, DODermatology13
5Debra Walker, MDPediatrics8
6Mary Harper, PARheumatology8
7Phillip Shaffer, MDAllergy/Immunology7
8Julia Jones, DOOther7
9Dustin Padilla, MDDermatology6
10Danny Martin, DODermatology6