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

$14,281

Runrate (8 components)

Actual YTD

$47,264

Runrate YTD

$42,844

(3 months)

YTD Performance +$4,420 vs runrate target

Customer Success Account Manager

Shelly Moore

Customer Success Engineer

Yan Yefremov

Achievement: 110.3%

Monthly Performance

Month	Runrate	Actual	Variance	Achievement
Jan	$14,281	$17,057	+$2,775	119%
Feb	$14,281	$15,403	+$1,121	108%
Mar	$14,281	$14,805	+$523	104%
Apr (no data)	$14,281	—	—	—
May (no data)	$14,281	—	—	—
Jun (no data)	$14,281	—	—	—
Jul (no data)	$14,281	—	—	—
Aug (no data)	$14,281	—	—	—
Sep (no data)	$14,281	—	—	—
Oct (no data)	$14,281	—	—	—
Nov (no data)	$14,281	—	—	—
Dec (no data)	$14,281	—	—	—
YTD Totals	$171,377	$47,264	+$4,420	28%

Account Details

Account Number

1-35ZKOC7

CRD/DST

CRERGAF

Primary Contact

William Boyd

Domain

—

Folder

—

AKA / Alternate Name

—

Address

813 DUNDAS STREET
WHITBY, 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