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

$4,400

Runrate (3 components)

Actual YTD

$13,918

Runrate YTD

$13,200

(3 months)

YTD Performance +$718 vs runrate target

Customer Success Account Manager

Suzanne Winters-Merante

Achievement: 105.4%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$4,400	$4,685	+$285	106%
Feb	$4,400	$4,608	+$208	105%
Mar	$4,400	$4,626	+$226	105%
Apr (no data)	$4,400	—	—	—
May (no data)	$4,400	—	—	—
Jun (no data)	$4,400	—	—	—
Jul (no data)	$4,400	—	—	—
Aug (no data)	$4,400	—	—	—
Sep (no data)	$4,400	—	—	—
Oct (no data)	$4,400	—	—	—
Nov (no data)	$4,400	—	—	—
Dec (no data)	$4,400	—	—	—
YTD Totals	$52,800	$13,918	+$718	26%

Account Details

Account Number

1-4T6JAKV

CRD/DST

CRERGBY

Primary Contact

Joe Piliero

Domain

—

Folder

—

AKA / Alternate Name

—

Address

6 Cataraqui St. Suite 111
Kingston, ON

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