James Williams
Sales Representative • Commercial • Sales
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Snapshot
Calls attainment
605%
183 / 30
Units attainment
427%
483 / 113
Coverage
—
No HCOs in book
Engagement
Called today
Interactions (last 12 weeks)
183
183 / 30 (605%)
HCPs reached (last 12 weeks)
59
Last call
Today
May 4, 2026
Net units (last 12 weeks)
483
483 / 113 (427%) · $862K net dollars
AI · Suggestions
Suggested this week
5 priorities for James based on recent activity, account motion, and watch-list status. Click a row to expand prep details. Generated 5h ago.
Tier 1 facility rising +114% vs prior period (+16 units to 30 current) — highest-tier rising account in the book and worth capitalizing on momentum now.
●LowpriorityDown 61% vs prior period (-30 units, now at only 19 units); though untiered, the magnitude of decline makes this an urgent retention visit.
●HighpriorityUntiered but down 17% vs prior period (-12 units to 59 current) — second declining account in the book and warrants a check-in to arrest the slide.
●MediumpriorityTier 2 facility up 200% vs prior period (+28 units to 42 current) — strongest percentage growth among non-Tier-1 rising accounts; worth a call to reinforce and expand.
●Lowpriority- Maple Centerhco
Untiered but leading the book in absolute unit growth (+68 units, +94% vs prior period, now at 140 units) — largest rising account and worth a visit to understand and sustain the driver.
●Lowpriority
Calls — weekly
13 most recent weeks for James Williams
Net units — weekly
Signed units (sales − returns), 13 most recent weeks attributed to James Williams · last sale May 31, 2026
Top HCOs by Units
Top accounts in last 12 weeks for James Williams
| # | HCO | Type | Location | Units | Net dollars |
|---|---|---|---|---|---|
| 1 | Maple Center | Group Practice | Shawland, WA | 140 | $249K |
| 2 | Greenwood Center | Group Practice | Anthonyton, WA | 74 | $132K |
| 3 | Lakeshore Allergy Clinic | Clinic | North William, NJ | 71 | $127K |
| 4 | Atlantic Memorial Hospital | Hospital | New Ericfurt, WA | 59 | $105K |
| 5 | Northwest Skin Care Center | Clinic | Williamsstad, NJ | 43 | $75K |
| 6 | Rockies Center | Outpatient Center | New Frankland, NJ | 42 | $76K |
| 7 | Rockies Center | Group Practice | Ashleyburgh, NJ | 30 | $54K |
| 8 | Summit Center | Group Practice | East Cynthia, WA | 19 | $35K |
| 9 | Summit Center | Health System | Lake Francesborough, WA | 5 | $9K |
HCPs to re-engage
James's engaged HCPs with no contact in 60+ days
2 warnings · 8 info
Matthew Wright, MD (Allergy/Immunology)
61 days since last contact · Tier Untiered
William Bailey, DO (Rheumatology)
64 days since last contact · Tier Untiered
Michelle Cline, MD (Dermatology)
66 days since last contact · Tier Untiered
Benjamin Gonzales, PA (Allergy/Immunology)
70 days since last contact · Tier Untiered
Andrea Roy, MD (Allergy/Immunology)
73 days since last contact · Tier Untiered
Danielle Young, PA (Family Practice)
74 days since last contact · Tier Untiered
Michael Mosley, PA (Rheumatology)
87 days since last contact · Tier Untiered
Katherine Roberts, MD (Dermatology)
116 days since last contact · Tier Untiered
Crystal Harris, MD (Pulmonology)
136 days since last contact · Tier Untiered
Jeffrey Rios, MD (Dermatology)
151 days since last contact · Tier Untiered
Top HCPs called
By calls in last 12 weeks
| # | HCP | Specialty | Calls |
|---|---|---|---|
| 1 | Scott Wright, MD | Dermatology | 10 |
| 2 | Alexander Fox, MD | Rheumatology | 9 |
| 3 | Michael Fox, NP | Rheumatology | 9 |
| 4 | Jasmine Martinez, MD | Rheumatology | 7 |
| 5 | David Jones, DO | Pediatrics | 7 |
| 6 | Lauren Foster, PA | Rheumatology | 6 |
| 7 | Kelly Coleman, MD | Dermatology | 6 |
| 8 | Brittany Medina, NP | Rheumatology | 6 |
| 9 | Ronald Ball, PA | Dermatology | 5 |
| 10 | Alan Miller, MD | Dermatology | 5 |