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

$7,304

Runrate (2 components)

Actual YTD

$21,744

Runrate YTD

$21,913

(3 months)

YTD Performance $-170 vs runrate target

Customer Success Account Manager

Shelly Moore

Achievement: 99.2%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$7,304	$7,285	$-20	100%
Feb	$7,304	$7,208	$-96	99%
Mar	$7,304	$7,251	$-54	99%
Apr (no data)	$7,304	—	—	—
May (no data)	$7,304	—	—	—
Jun (no data)	$7,304	—	—	—
Jul (no data)	$7,304	—	—	—
Aug (no data)	$7,304	—	—	—
Sep (no data)	$7,304	—	—	—
Oct (no data)	$7,304	—	—	—
Nov (no data)	$7,304	—	—	—
Dec (no data)	$7,304	—	—	—
YTD Totals	$87,653	$21,744	$-170	25%

Account Details

Account Number

1-HQH7LBK

CRD/DST

CTGRUSL

Primary Contact

Jen Rosales

Domain

—

Folder

—

AKA / Alternate Name

—

Address

Suite 206 2355 Broadway
Oakland, CA, -

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