customer-detail
The customer detail page (/success/customers/:companyDomain) is the per-account hub. Open it by clicking any row in Health, or any account on Convert / Contracts / Pipeline / Re-engage.
Header
- Back button — returns you to the section you came from
- Account card — logo (via Clearbit), name, domain, primary contact email
- Badges — risk level, untracked status, source (Salesbricks / Stripe / merged)
- Health score — large circular display, color-coded
Route Bar
Below the header, the Route to bar lets you move this account to another Success section:
- Convert / Pipeline / Contracts / Re-engage — move forward
- Health — return to triage
The destination shows the account with a Routed from {source} badge.
Metrics Grid (4 cards)
| Card | Detail |
|---|---|
| Active users | Current vs. licensed + weekly trend percentage |
| Contract value | ARR + MRR hint |
| Last activity | Relative time (e.g., "2 days ago") |
| Days to renewal | Plus payment status hint (active / trialing / past-due) |
Left Column — Activity & Chat
Activity Feed
A chronological timeline of everything BuildBetter has on this account:
- Calls with the customer (with summaries)
- Emails (if you have email integration)
- Project activity tied to this customer
- Signals (feature requests, complaints, NPS)
- Contract changes (Salesbricks)
- Payment events (Stripe)
Floating Chat Bar
Pinned to the bottom of the activity column. Ask context-aware questions about the account:
- "Why is this account critical?"
- "Summarize the last three calls with this customer."
- "What requests has this account made?"
- "Are there any open commitments to this account?"
Chat reads signals, calls, and contract data scoped to this account so answers stay grounded in the account's actual history.
Right Column — Data
Revenue Sources
A card per Salesbricks contract or Stripe subscription linked to the account. Each shows:
- Product name, status badge, billing interval
- Amount, MRR, ARR
- Billing state (active / trialing / past-due)
- Open link to the source system
- Ignore from ARR toggle — exclude this contract from rollups
Score History Chart
Timeline of health-score refreshes over the past N days. Useful for spotting:
- Sudden drops (a payment failed, usage tanked)
- Recoveries (renewal locked in, adoption recovered)
- Slow trends (gradual decline = quiet churn risk)
HubSpot Enrichment
If you have HubSpot connected, the company's CRM fields appear in a panel — industry, size, location, custom fields. Helps the CSM read context without flipping tools.
Risk Factors
The full breakdown of the score. Each factor has a magnitude and a source:
- "−8 Low product adoption (PostHog)"
- "−5 Payment failed (Stripe)"
- "−3 Approaching renewal (Salesbricks)"
- "+5 Recent positive NPS (BuildBetter signal)"
Positive factors push the score up; negative ones pull it down.
Footer Actions
- Draft email — generate an outreach draft based on the account state (disabled while in development)
- View in CRM — opens the account in Attio or Salesbricks (whichever is linked)
- Untrack account / Re-track account — exclude or re-include from health monitoring
When Customer Detail Is Most Useful
- Pre-call prep — read the activity feed and score history before a customer call
- Renewal conversations — pull the revenue sources card + risk factors as your single source of truth
- Cross-team handoffs — share the URL so anyone can land on the full account context
Tip: The floating chat is the fastest path to context. Instead of scrolling the activity feed manually, ask "What changed in the last 30 days?" and the chat surfaces the signals, contract events, and call summaries that matter.