Nancy Smith
Sales Representative • Commercial • Sales
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Snapshot
Calls attainment
646%
227 / 35
Units attainment
398%
86 / 22
Coverage
—
No HCOs in book
Engagement
Called today
Interactions (last 12 weeks)
227
227 / 35 (646%)
HCPs reached (last 12 weeks)
48
Last call
Today
May 4, 2026
Net units (last 12 weeks)
86
86 / 22 (397%) · $157K net dollars
AI · Suggestions
Suggested this week
4 priorities for Nancy based on recent activity, account motion, and watch-list status. Click a row to expand prep details. Generated 3h ago.
Tier 2 watch-list account with only 1 prior unit and last sale dating to 2025-12-03 — at risk of going fully dormant.
●Mediumpriority- Cedar Centerhco
Declining 23% vs prior period (-10 units, now at 34), requiring immediate attention to arrest further volume loss.
●Highpriority Rising 450% vs prior period (+18 units to 22 current) — capitalize on momentum while untiered account is still in early growth phase.
●LowpriorityRising 121% vs prior period (+17 units to 31 current) — reinforce relationship to sustain trajectory at this untiered account.
●Lowpriority
Calls — weekly
13 most recent weeks for Nancy Smith
Net units — weekly
Signed units (sales − returns), 13 most recent weeks attributed to Nancy Smith · last sale May 30, 2026
Top HCOs by Units
Top accounts in last 12 weeks for Nancy Smith
| # | HCO | Type | Location | Units | Net dollars |
|---|---|---|---|---|---|
| 1 | Cedar Center | Infusion Center | Rebeccabury, MI | 34 | $61K |
| 2 | Crestline Center | Group Practice | Lake Andrew, FL | 31 | $57K |
| 3 | Liberty Specialty Pharmacy | Specialty Pharmacy | West Veronica, MI | 22 | $39K |
HCPs to re-engage
Nancy's engaged HCPs with no contact in 60+ days
Top HCPs called
By calls in last 12 weeks
| # | HCP | Specialty | Calls |
|---|---|---|---|
| 1 | Andrew Meyers, MD | Allergy/Immunology | 18 |
| 2 | Hannah Brown, MD | Allergy/Immunology | 14 |
| 3 | Thomas Wiley, DO | Family Practice | 13 |
| 4 | Aaron Horn, NP | Dermatology | 12 |
| 5 | April Harvey, MD | Other | 9 |
| 6 | William Richardson, MD | Allergy/Immunology | 9 |
| 7 | Garrett Barnes, DO | Allergy/Immunology | 8 |
| 8 | Vanessa Jordan, MD | Rheumatology | 8 |
| 9 | Jennifer Vargas, MD, PhD | Dermatology | 6 |
| 10 | Thomas Larson, NP | Rheumatology | 6 |