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

$3,018

Runrate (4 components)

Actual YTD

$7,496

Runrate YTD

$9,054

(3 months)

YTD Performance $-1,558 vs runrate target

Customer Success Account Manager

Suzanne Winters-Merante

Achievement: 82.8%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$3,018	$3,606	+$588	119%
Feb	$3,018	$129	$-2,889	4%
Mar	$3,018	$3,761	+$744	125%
Apr (no data)	$3,018	—	—	—
May (no data)	$3,018	—	—	—
Jun (no data)	$3,018	—	—	—
Jul (no data)	$3,018	—	—	—
Aug (no data)	$3,018	—	—	—
Sep (no data)	$3,018	—	—	—
Oct (no data)	$3,018	—	—	—
Nov (no data)	$3,018	—	—	—
Dec (no data)	$3,018	—	—	—
YTD Totals	$36,214	$7,496	$-1,558	21%

Account Details

Account Number

1-4P5DSN3

CRD/DST

CRERGCB

Primary Contact

Joe Piliero

Domain

cozzmic.com reachcooling.com

Folder

Cozzmic

AKA / Alternate Name

—

Address

245 King George Rd.
Brantford, ON

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