Account Details - CRM System

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AD

Admin User Administrator

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Status

Active

Contacts

0

Active Deals

0

Recent Activities

0

Financial Overview

Data through March (3 months of data)

Sales Tier

Tier 2.0 - North American WS

Monthly Runrate

$5,376

Runrate (6 components)

Actual YTD

$12,528

Runrate YTD

$16,129

(3 months)

YTD Performance $-3,601 vs runrate target

Customer Success Account Manager

Shelly Moore

Customer Success Engineer

Isabelle Lockman

Achievement: 77.7%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$5,376	$4,833	$-543	90%
Feb	$5,376	$4,000	$-1,376	74%
Mar	$5,376	$3,695	$-1,681	69%
Apr (no data)	$5,376	—	—	—
May (no data)	$5,376	—	—	—
Jun (no data)	$5,376	—	—	—
Jul (no data)	$5,376	—	—	—
Aug (no data)	$5,376	—	—	—
Sep (no data)	$5,376	—	—	—
Oct (no data)	$5,376	—	—	—
Nov (no data)	$5,376	—	—	—
Dec (no data)	$5,376	—	—	—
YTD Totals	$64,514	$12,528	$-3,601	19%

Account Details

Account Number

1-1X9A28B

CRD/DST

CAERYJ2

Primary Contact

Jen Rosales

Domain

—

Folder

—

AKA / Alternate Name

—

Address

No address provided

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