Account Details - CRM System

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AD

Admin User Administrator

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Status

Prospect

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

$3,880

Runrate (2 components)

Actual YTD

$8,790

Runrate YTD

$11,640

(3 months)

YTD Performance $-2,850 vs runrate target

Customer Success Account Manager

Shelly Moore

Customer Success Engineer

Kam Matharu

Achievement: 75.5%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$3,880	$2,930	$-950	76%
Feb	$3,880	$2,930	$-950	76%
Mar	$3,880	$2,930	$-950	76%
Apr (no data)	$3,880	—	—	—
May (no data)	$3,880	—	—	—
Jun (no data)	$3,880	—	—	—
Jul (no data)	$3,880	—	—	—
Aug (no data)	$3,880	—	—	—
Sep (no data)	$3,880	—	—	—
Oct (no data)	$3,880	—	—	—
Nov (no data)	$3,880	—	—	—
Dec (no data)	$3,880	—	—	—
YTD Totals	$46,560	$8,790	$-2,850	19%

Account Details

Account Number

3-6Y4TOS9

CRD/DST

CRERGLD

Primary Contact

Jen Rosales

Domain

—

Folder

—

AKA / Alternate Name

—

Address

235 Allan
Oakville, ON

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