Account Details - CRM System

🔍

🔔 3

✉️ 5

❓

AD

Admin User Administrator

▼

Status

Prospect

Contacts

0

Active Deals

0

Recent Activities

0

Financial Overview

Data through March (3 months of data)

Sales Tier

Tier 1.1 - Key Accounts

Monthly Runrate

$5,549

Runrate (3 components)

Actual YTD

$17,997

Runrate YTD

$16,646

(3 months)

YTD Performance +$1,351 vs runrate target

Customer Success Account Manager

Shelly Moore

Customer Success Engineer

Priyanka Fernandez

Achievement: 108.1%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$5,549	$5,999	+$450	108%
Feb	$5,549	$5,999	+$450	108%
Mar	$5,549	$5,999	+$450	108%
Apr (no data)	$5,549	—	—	—
May (no data)	$5,549	—	—	—
Jun (no data)	$5,549	—	—	—
Jul (no data)	$5,549	—	—	—
Aug (no data)	$5,549	—	—	—
Sep (no data)	$5,549	—	—	—
Oct (no data)	$5,549	—	—	—
Nov (no data)	$5,549	—	—	—
Dec (no data)	$5,549	—	—	—
YTD Totals	$66,585	$17,997	+$1,351	27%

Account Details

Account Number

1-1YGMLPB

CRD/DST

CAERYT5

Primary Contact

Matthew Stephen

Domain

—

Folder

—

AKA / Alternate Name

—

Address

No address provided

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