Account Details - CRM System

🔍

🔔 3

✉️ 5

❓

AD

Admin User Administrator

▼

Status

Active

Contacts

0

Active Deals

0

Recent Activities

0

Financial Overview

Data through February (2 months of data)

Sales Tier

Tier 5

Monthly Runrate

$609

Runrate (3 components)

Actual YTD

$2,058

Runrate YTD

$1,218

(2 months)

YTD Performance +$840 vs runrate target

Customer Success Account Manager

Suzanne Winters-Merante

Achievement: 168.9%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$609	$1,060	+$450	174%
Feb	$609	$1,092	+$483	179%
Mar (no data)	$609	—	—	—
Apr (no data)	$609	—	—	—
May (no data)	$609	—	—	—
Jun (no data)	$609	—	—	—
Jul (no data)	$609	—	—	—
Aug (no data)	$609	—	—	—
Sep (no data)	$609	—	—	—
Oct (no data)	$609	—	—	—
Nov (no data)	$609	—	—	—
Dec (no data)	$609	—	—	—
YTD Totals	$7,309	$2,058	+$840	28%

Account Details

Account Number

1-4D5CWW

CRD/DST

CALRKHR

Primary Contact

Joe Piliero

Domain

—

Folder

—

AKA / Alternate Name

—

Address

Suite FLR 3 3431 DUNDAS
TORONTO, ON

Contacts (0)

No contacts yet

Add First Contact

Recent Activities

No activities yet

Log First Activity

Deals (0)

No deals yet

Create First Deal

View Conversation History