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 5

Monthly Runrate

$700

Runrate (3 components)

Actual YTD

$2,615

Runrate YTD

$2,101

(3 months)

YTD Performance +$514 vs runrate target

Customer Success Account Manager

Suzanne Winters-Merante

Achievement: 124.5%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$700	$872	+$171	124%
Feb	$700	$872	+$171	124%
Mar	$700	$872	+$171	124%
Apr (no data)	$700	—	—	—
May (no data)	$700	—	—	—
Jun (no data)	$700	—	—	—
Jul (no data)	$700	—	—	—
Aug (no data)	$700	—	—	—
Sep (no data)	$700	—	—	—
Oct (no data)	$700	—	—	—
Nov (no data)	$700	—	—	—
Dec (no data)	$700	—	—	—
YTD Totals	$8,403	$2,615	+$514	31%

Account Details

Account Number

1-4OFWEL

CRD/DST

CALRD26

Primary Contact

Joe Piliero

Domain

—

Folder

—

AKA / Alternate Name

—

Address

Suite U 810 1122 4
CALGARY, AB

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