Account Details - CRM System

🔍

🔔 3

✉️ 5

❓

AD

Admin User Administrator

▼

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

$4,370

Runrate (3 components)

Actual YTD

$11,112

Runrate YTD

$13,110

(3 months)

YTD Performance $-1,998 vs runrate target

Customer Success Account Manager

Suzanne Winters-Merante

Achievement: 84.8%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$4,370	$4,533	+$163	104%
Feb	$4,370	$2,893	$-1,477	66%
Mar	$4,370	$3,686	$-684	84%
Apr (no data)	$4,370	—	—	—
May (no data)	$4,370	—	—	—
Jun (no data)	$4,370	—	—	—
Jul (no data)	$4,370	—	—	—
Aug (no data)	$4,370	—	—	—
Sep (no data)	$4,370	—	—	—
Oct (no data)	$4,370	—	—	—
Nov (no data)	$4,370	—	—	—
Dec (no data)	$4,370	—	—	—
YTD Totals	$52,440	$11,112	$-1,998	21%

Account Details

Account Number

1-D505V33

CRD/DST

CRERGKA

Primary Contact

Joe Piliero

Domain

—

Folder

—

AKA / Alternate Name

—

Address

11208 143 ST NW
Edmonton, AB

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