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

$472

Runrate (3 components)

Actual YTD

$1,773

Runrate YTD

$1,416

(3 months)

YTD Performance +$357 vs runrate target

Customer Success Account Manager

Suzanne Winters-Merante

Achievement: 125.2%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$472	$599	+$127	127%
Feb	$472	$587	+$115	124%
Mar	$472	$587	+$115	124%
Apr (no data)	$472	—	—	—
May (no data)	$472	—	—	—
Jun (no data)	$472	—	—	—
Jul (no data)	$472	—	—	—
Aug (no data)	$472	—	—	—
Sep (no data)	$472	—	—	—
Oct (no data)	$472	—	—	—
Nov (no data)	$472	—	—	—
Dec (no data)	$472	—	—	—
YTD Totals	$5,664	$1,773	+$357	31%

Account Details

Account Number

1-4OK0R9

CRD/DST

CALRE57

Primary Contact

Joe Piliero

Domain

—

Folder

—

AKA / Alternate Name

—

Address

Suite U 12 1200 SPEERS
OAKVILLE, ON

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