Demo · fictional data for showcase purposes · Aimlitics

Jim Ho

Sales Representative • Commercial • Sales

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Snapshot

Calls attainment

457%

181 / 40

Units attainment

480%

205 / 43

Coverage

No HCOs in book

Engagement

Hot

Called today

Interactions (last 12 weeks)

181

181 / 40 (457%)

HCPs reached (last 12 weeks)

27

Last call

Today

May 4, 2026

Net units (last 12 weeks)

205

205 / 43 (481%) · $362K net dollars

AI · Suggestions

Suggested this week

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

  • Tier 1 account down 50% vs prior period (from 4 to 2 units, -2 delta) — highest-priority decline in book given tier.

    High
    priority
  • Untiered but up 66% vs prior period (+55 units to 138 current) — strongest volume momentum in book and worth capitalizing on.

    Low
    priority
  • Tier 2 rising account up 7% vs prior period (+2 units to 29 current) — reinforce positive trend while it's building.

    Low
    priority
  • Untiered account down 5% vs prior period (-2 units to 36 current) — lower priority than Brookside but worth a check-in to arrest the slide.

    Medium
    priority

Calls — weekly

13 most recent weeks for Jim Ho

Net units — weekly

Signed units (sales − returns), 13 most recent weeks attributed to Jim Ho · last sale May 29, 2026

Top HCOs by Units

Top accounts in last 12 weeks for Jim Ho

#HCOTypeLocationUnitsNet dollars
1Summit CenterGroup PracticePort Rachel, MA138$245K
2Bayview Dermatology ClinicClinicArmstrongport, MA36$65K
3Lakeshore CenterGroup PracticeNew Danielview, TN29$49K
4Brookside CenterGroup PracticeTommyfort, MA2$3K

HCPs to re-engage

Jim's engaged HCPs with no contact in 60+ days

No lapsed HCPs in this rep's coverage.

Top HCPs called

By calls in last 12 weeks

#HCPSpecialtyCalls
1Tara Rodriguez, DOInternal Medicine17
2William Harris, MDRheumatology14
3Alexandria Jones, MDDermatology14
4Tiffany Parker, MDDermatology12
5Debbie Taylor, NPAllergy/Immunology11
6James Jones, MDAllergy/Immunology9
7Douglas Brown, DOAllergy/Immunology8
8Cheryl Kim, MDAllergy/Immunology8
9Robert Stevenson, MD, PhDDermatology8
10Stephanie Cunningham, MDAllergy/Immunology7