Adopt Customer Detail
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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:
Subscription timing: This shows each customer's subscription start and renewal dates.
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).
Contact title: This shows the title for this user, great background data.
Email button: Easily contact every user with one click.
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.
Activity detail link: Clicking this will drill down into each user's detailed activity log.
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.
P0 (0%)
None
Grey
P20 (<20%)
Very Low
Red
P40 (<40%)
Low
Orange
P60 (<60%)
Medium
Yellow
P90 (<90%)
High
Blue
P100 (>=90%)
Very High
Green
