> ## Documentation Index
> Fetch the complete documentation index at: https://docs.quivly.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Overview Tab

> The customer overview — a customizable summary of health, revenue, usage, support, calls, and signals, with editable account fields

## 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.

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## 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.

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## 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.

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## 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)

A search box filters fields, and an **Integration Data** section shows extra attributes from your connected systems.