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 5

Monthly Runrate

$1,142

Runrate (9 components)

Actual YTD

$2,695

Runrate YTD

$3,426

(3 months)

YTD Performance $-731 vs runrate target

Customer Success Account Manager

Suzanne Winters-Merante

Achievement: 78.6%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$1,142	$902	$-240	79%
Feb	$1,142	$896	$-246	78%
Mar	$1,142	$896	$-246	78%
Apr (no data)	$1,142	—	—	—
May (no data)	$1,142	—	—	—
Jun (no data)	$1,142	—	—	—
Jul (no data)	$1,142	—	—	—
Aug (no data)	$1,142	—	—	—
Sep (no data)	$1,142	—	—	—
Oct (no data)	$1,142	—	—	—
Nov (no data)	$1,142	—	—	—
Dec (no data)	$1,142	—	—	—
YTD Totals	$13,704	$2,695	$-731	20%

Account Details

Account Number

1-4OK0T9

CRD/DST

CALRE70

Primary Contact

Joe Piliero

Domain

—

Folder

—

AKA / Alternate Name

—

Address

22 KIMBERLEY
BRACEBRIDGE, ON

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