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 2.0 - North American WS

Monthly Runrate

$6,050

Runrate (3 components)

Actual YTD

$18,464

Runrate YTD

$18,150

(3 months)

YTD Performance +$314 vs runrate target

Customer Success Account Manager

Shelly Moore

Customer Success Engineer

Kam Matharu

Achievement: 101.7%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$6,050	$6,280	+$230	104%
Feb	$6,050	$6,280	+$230	104%
Mar	$6,050	$5,903	$-147	98%
Apr (no data)	$6,050	—	—	—
May (no data)	$6,050	—	—	—
Jun (no data)	$6,050	—	—	—
Jul (no data)	$6,050	—	—	—
Aug (no data)	$6,050	—	—	—
Sep (no data)	$6,050	—	—	—
Oct (no data)	$6,050	—	—	—
Nov (no data)	$6,050	—	—	—
Dec (no data)	$6,050	—	—	—
YTD Totals	$72,599	$18,464	+$314	25%

Account Details

Account Number

3-65R70M0

CRD/DST

CRERGDB

Primary Contact

Michael Lewis

Domain

—

Folder

—

AKA / Alternate Name

—

Address

590 Steven
Newmarket, ON

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