Demo · fictional data for showcase purposes · Aimlitics

Jesse Jordan

Sales Representative • Commercial • Sales

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Snapshot

Calls attainment

238%

79 / 33

Units attainment

124%

262 / 211

Coverage

30

28 primary HCOs · 2 co-coverage

Engagement

Active

Called 7w ago

Interactions (last 12 weeks)

79

79 / 33 (238%)

HCPs reached (last 12 weeks)

60

Last call

46 days ago

Jul 22, 2026

Net units (last 12 weeks)

262

262 / 211 (124%) · $463K net dollars

AI · Suggestions

Suggested this week

5 priorities for Jesse based on recent activity, account motion, and watch-list status. Click a row to expand prep details. Generated 1d ago.

  • Catastrophic decline of -94% vs prior period (-45 units), collapsing to just 3 current units — highest urgency save in the book.

    High
    priority
  • Down 82% vs prior period (-14 units, now at 3 units) with zero calls ever placed despite explicit primary coverage.

    High
    priority
  • Tier 2 Infusion Center with prior activity (4 units, last sale 2026-05-22) now on the watch list and never called — highest-tier unengaged account in the book.

    High
    priority
  • Down 64% vs prior period (-28 units), dropping to 16 current units — second-largest absolute unit loss among declining accounts.

    High
    priority
  • Tier 2 Group Practice (Lake Hannahchester, CA) on the watch list with last sale 2026-04-13 and zero calls ever placed — Tier 2 with no engagement is an unacceptable gap.

    Medium
    priority
AI-written summary — verify before acting.

Calls — weekly

13 most recent weeks for Jesse Jordan

Net units — weekly

Signed units (sales − returns), 13 most recent weeks attributed to Jesse Jordan · last sale Jul 31, 2026

Top HCOs by Units

Top accounts in last 12 weeks for Jesse Jordan

#HCOTypeLocationUnitsNet dollars
1Crestline General HospitalHospitalDeniseport, CA62$112K
2Cedar CenterHealth SystemLisafurt, CA37$65K
3Cedar CenterGroup PracticePriceview, CA30$54K
4Maple CenterHealth SystemMichelleshire, PA27$43K
5Liberty CenterInfusion CenterJohnstad, CA24$42K
6Hillcrest CenterGroup PracticeAnthonystad, CA16$28K
7Bayview Memorial HospitalHospitalAnthonyton, PA13$22K
8Crestline CenterGroup PracticeJasonton, WI12$21K
9Maple CenterGroup PracticeMillerhaven, CA8$14K
10Riverside CenterGroup PracticeWest Gabrielland, PA6$13K

Coverage HCOs

All HCOs assigned to Jesse Jordan's territories in Veeva (30 total · 28 primary). Primary = sales credit goes to Jesse; Co-coverage = on the territory but credit goes to another rep.

Credit split

28 primary · 2 co-coverage

Book composition

  • Group Practice
    17 (57%)
  • Hospital
    4 (13%)
  • Health System
    2 (7%)
  • Clinic
    2 (7%)
  • Other
    5 (17%)
Showing 20 of 30 (sorted Primary first)
CreditHCOTypeLocationVia territories
PrimaryAtlantic CenterGroup PracticeSouth Normaton, WIVista 7
PrimaryAtlantic Memorial HospitalHospitalBirdtown, PAVista 7
PrimaryBayview Memorial HospitalHospitalAnthonyton, PAVista 7
PrimaryBrookside CenterGroup PracticeJillhaven, PAVista 7
PrimaryBrookside CenterImaging CenterNew Melissa, CAVista 7
PrimaryCedar CenterHealth SystemLisafurt, CAVista 7
PrimaryCedar CenterGroup PracticePriceview, CAVista 7
PrimaryCrestline CenterGroup PracticeJasonton, WIVista 7
PrimaryCrestline CenterGroup PracticeNorth Andrealand, WIVista 7
PrimaryCrestline General HospitalHospitalDeniseport, CAVista 7
PrimaryGreenwood CenterGroup PracticeWardburgh, PAVista 7
PrimaryHillcrest CenterOutpatient CenterTracyfort, PAVista 7
PrimaryHillcrest CenterGroup PracticeAnthonystad, CAVista 7
PrimaryLakeshore Skin Care CenterClinicNorth Claireburgh, CAVista 7
PrimaryLiberty CenterGroup PracticeLake Lisahaven, CAVista 7
PrimaryLiberty CenterInfusion CenterJohnstad, CAVista 7
PrimaryMaple CenterGroup PracticePort Nicole, CAVista 7
PrimaryMaple CenterHealth SystemMichelleshire, PAVista 7
PrimaryMaple CenterGroup PracticeMillerhaven, CAVista 7
PrimaryPacific Allergy ClinicClinicCurtisside, CAVista 7

Top HCPs called

By calls in last 12 weeks

#HCPSpecialtyCalls
1Donna Williams, MDAllergy/Immunology3
2Michael Maldonado, MDRheumatology3
3Sally Collins, MDAllergy/Immunology3
4Anita Potter, MDAllergy/Immunology3
5Dylan Walters, DOInternal Medicine2
6Robert Gibson, PARheumatology2
7Joann Lara, DOInternal Medicine2
8Juan Kramer, DODermatology2
9Cory White, DODermatology2
10Jesse Morales, MDAllergy/Immunology2