Adopt Customer Detail

The customer section allows you to quickly view basic information with the detail dialog closed, ranking each by the various navigation criteria.

Drilling down by clicking on a customer row shows you alot more detail about each contact/user in that buying committee or user base.

The current dashboard has the following main sections:

1. Subscription timing: This shows each customer's subscription start and renewal dates.

2. User avatar with star option: This shows each user avatar, and you can click that to star the contact so they stand out in the UI (as decision makers, etc).

3. Contact title: This shows the title for this user, great background data.

4. Email button: Easily contact every user with one click.

5. Engagement graph: This displays the mini graph so you can see at a glance how engaged each contact is at that time, weekly, in onboarding.

6. Activity detail link: Clicking this will drill down into each user's detailed activity log.

Customer health score

The customer health panel shows weekly or monthly engagement data in an at-a-glance chart with engagement colors and scale. The chart also shows a small trend arrow and a drop-down date selector for weekly or monthly engagement.

Engagement Level Colors