Account Details - CRM System

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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

$4,864

Runrate (3 components)

Actual YTD

$14,964

Runrate YTD

$14,591

(3 months)

YTD Performance +$373 vs runrate target

Customer Success Account Manager

Shelly Moore

Achievement: 102.6%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$4,864	$4,813	$-50	99%
Feb	$4,864	$5,024	+$160	103%
Mar	$4,864	$5,127	+$263	105%
Apr (no data)	$4,864	—	—	—
May (no data)	$4,864	—	—	—
Jun (no data)	$4,864	—	—	—
Jul (no data)	$4,864	—	—	—
Aug (no data)	$4,864	—	—	—
Sep (no data)	$4,864	—	—	—
Oct (no data)	$4,864	—	—	—
Nov (no data)	$4,864	—	—	—
Dec (no data)	$4,864	—	—	—
YTD Totals	$58,362	$14,964	+$373	26%

Account Details

Account Number

1-CC3DQB

CRD/DST

CPPRKPZ

Primary Contact

Joe Piliero

Domain

—

Folder

—

AKA / Alternate Name

—

Address

3644 BEACH AVE., RR2
ROBERTS CREEK, BC

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