Customer 360 overview

Customer 360 combines contact, company, segment, activity, revenue, and health data for the active tenant.

The standard dashboard shows total contacts, contacts active this month, at-risk contacts, 30-day revenue, health distribution, operational signals, segment summaries, and recent activity.

For Practice tenants, the same route can render a Client Health Grid instead. That view filters linked clients by health tier, trend, and reconciliation state and provides routes into the relevant client context.

Dashboard values come from several queries and can load independently. Treat missing panels as unavailable data rather than zero unless the page explicitly displays zero.

Common next steps

• Contacts
• Companies
• Segments
• Health scores