Demo · fictional data for showcase purposes · Aimlitics

Connie Carlson

Sales Representative • Commercial • Sales

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Snapshot

Calls attainment

776%

142 / 18

Units attainment

534%

277 / 52

Coverage

No HCOs in book

Engagement

Hot

Called today

Interactions (last 12 weeks)

142

142 / 18 (776%)

HCPs reached (last 12 weeks)

45

Last call

Today

May 4, 2026

Net units (last 12 weeks)

277

277 / 52 (533%) · $502K net dollars

AI · Suggestions

Suggested this week

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

  • Tier 2 account down 44% vs prior period (-4 units, now at only 5 units current) — highest-tier declining account in the book and most urgent intervention.

    High
    priority
  • Down 59% vs prior period (-24 units to 17 current) — steepest percentage decline among untiered accounts and at risk of becoming inactive.

    High
    priority
  • Down 38% vs prior period (-35 units to 58 current) — largest absolute unit loss among declining accounts, representing meaningful volume erosion.

    Medium
    priority
  • Up 729% vs prior period (+51 units to 58 current) — fastest-growing account in the book; capitalize on momentum with engagement now.

    Low
    priority
  • Up 221% vs prior period (+53 units to 77 current) — largest absolute unit gain among rising accounts; reinforce the relationship to protect and grow this volume.

    Low
    priority

Calls — weekly

13 most recent weeks for Connie Carlson

Net units — weekly

Signed units (sales − returns), 13 most recent weeks attributed to Connie Carlson · last sale May 31, 2026

Top HCOs by Units

Top accounts in last 12 weeks for Connie Carlson

#HCOTypeLocationUnitsNet dollars
1Rockies Medical CenterHospitalEast John, GA77$140K
2Summit CenterGroup PracticeLake Donnaside, MA61$107K
3Summit CenterGroup PracticeDavidburgh, GA58$106K
4Lakeshore Dermatology ClinicClinicMillerfort, MA58$105K
5Liberty CenterGroup PracticePort Kevin, GA17$29K
6Northwest CenterGroup PracticeJenniferhaven, GA5$10K
7Northwest CenterGroup PracticeRandytown, GA2$4K

Top HCPs called

By calls in last 12 weeks

#HCPSpecialtyCalls
1Derrick Greene, MDAllergy/Immunology13
2Andrea Brooks, MDDermatology10
3David Bond, MDRheumatology10
4Jerry Oliver, PARheumatology9
5Emily Perry, MDRheumatology8
6Kendra Clayton, MDRheumatology7
7Joshua Gonzalez, MDDermatology6
8Earl Williams, MDDermatology5
9Kelly Clark, MDDermatology5
10Hannah West, MDDermatology5