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The customer list

View as Markdown

Open Customers in the sidebar. You see a health summary at the top and the list of customers below it.

Health Score Summary

Section titled “Health Score Summary”

The Health Score Summary box shows your organization at a glance:

  • Total customers (Active)
  • how many active customers fall into each of your three score bands
  • your Average health score

See Score bands.

What each row shows

Section titled “What each row shows”
Column Meaning
Name The customer’s name and logo, with up to 3 tags. More tags show as “+N”. A New label marks customers added in the last 7 days.
Overall Health Score The health score and its band. Click it to see how each metric adds up.
Health Trend (30d) How the health score moved over the last 30 days.
CSM Pulse Your team’s own rating of the customer.
Total MRR or Total ARR The customer’s revenue, in your organization’s preferred revenue type.
Lifecycle Stage Onboarding, Adoption, Value realization or Growth.
Renewal date The next renewal. Custom marks a custom renewal.
Last Updated When the customer record last changed.

Click a row to open the customer. See The customer page.

Section titled “Search”

Type in Search customers to find a customer by name.

Preset tabs

Section titled “Preset tabs”

The tabs above the list are quick filters:

Tab Shows
All Customers Every customer.
My Customers Customers assigned to you.
Onboarding Your customers in the Onboarding stage.
Churn Risk Your customers in your lowest score band.
Growth Potential Your customers in your highest score band.
Renewals (Custom) Your customers with a custom renewal.

Filters

Section titled “Filters”

Click the funnel icon to open the Filters panel. The icon is highlighted while a filter is active.

You can filter by:

  • Lifecycle Stage
  • Assigned CSM
  • Customer Type
  • Tag
  • Customer Status (Active or Churned)
  • Score Band
  • Health Score, from a minimum to a maximum
  • Renewal type (Auto renewal or Custom renewal)
  • Renewal date from and Renewal date until

Click Apply to filter the list. Click Clear to remove all filters.

Sort

Section titled “Sort”

Click the sort icon and pick an order:

  • Name
  • Health Score (Low - High) or Health Score (High - Low)
  • Amount (Low - High) or Amount (High - Low)
  • Last Updated (Earliest) or Last Updated (Latest)
  • Renewal date (Earliest) or Renewal date (Latest)

Add a customer

Section titled “Add a customer”
  1. Click Add Customer.
  2. Fill in the required fields: Customer Name, Summary, Status, Lifecycle Stage and Assigned CSM.
  3. Optionally add a Logo, Customer Type, Number of seats, Main product and Add-on products.
  4. If you pick a Renewal type, also fill in Renews on this date. For Auto renewal, also pick a Contract length.
  5. Click Add customer.

Customers from your CRM come in automatically. You don’t need to add them here.

Remove a customer

Section titled “Remove a customer”
  1. Open the ⋯ menu on the customer.
  2. Choose Delete.
  3. Confirm with Remove.

A removed customer is archived. It disappears from the customer list, the Customer Journey board and global search. There is no button to bring it back.