Dashboard · 6 sections · for internal
Customer dashboard
A live state of one customer: snapshot, open asks, feature pipeline, support signals, renewal readiness.
What it generates
Each section is filled from your connected work, with citations. You can edit, regenerate, or remove any section after it drafts.
- 01
Cover
Customer name + 'dashboard'.
- 02
Snapshot
Key numbers: ARR, health, renewal date, champion.
- 03
Open asks
What the customer is currently asking for.
- 04
Feature pipeline
Two-column: feature name + status (shipped / in-flight / declined).
- 05
Recent support signals
Date-ordered touchpoints: meetings, escalations, sentiment shifts.
- 06
Renewal readiness
Up to 3 risks to renewal + mitigations.