Overview
The Overview tab is the default view when opening a customer. It’s a customizable canvas of summary sections pulling from every other tab — arrange it once and every customer profile follows the same layout.Header Fields
The header shows the customer name with domain and LinkedIn icon links, plus a row of quick-edit fields. By default: Segment, Service Tier, and Lifecycle Stage. Click the header’s customize control to show up to 8 fields — any customer field, including custom fields. Fields synced from your CRM, AI-computed, or read-only render as locked pills with a tooltip explaining why.Summary Sections
A time-range picker (7d / 30d / 90d / MTD / QTD / YTD / custom / all) scopes every metric section. Sections include:- Health Score — current score, trend, risk badge, and history chart (pinned at top)
- AI Insights — an AI-written account summary
- Revenue — MRR, ARR, outstanding balance, days to renewal (with a warning at ≤30 days)
- Usage — the product usage metrics you select for the section, each with value and trend
- Support — total and open tickets, average resolution and first response times
- Calls — total calls, average duration, average gap, last call
- Market Signals — the three most recent signals with sentiment; click through for the full list
- Projects — active project status
Customizing the layout
Click Customize to enter edit mode: drag sections to reorder, hide the ones you don’t need, and use each section’s gear to choose which metrics it shows. Click Done to finish. The layout applies across customers.Account Info Sidebar
A collapsible side panel holds the full editable account record:- Editable — company name, domain, secondary domains, description, LinkedIn, industry, customer since, CSM owner, and editable custom fields
- Read-only — fields synced from your CRM (marked with a “syncs from…” tooltip), AI-computed fields, location, employee count, annual revenue, and External ID (copyable)