The Customers list
Find a customer, filter and choose columns, export the list, and open, create or delete customers.
Opportunities in the sidebar opens Customers: Find a customer and continue building their deal. Every customer your organization has onboarded is here, one row per deal.
The list
The cards at the top show Active customers, Open deal value and Needs attention (Missing pricing or owner). Below, each row shows the customer's name with its opportunity number and label under it (for example OPP-1017 · Guest Onboarding), the services it's connected to (Microsoft 365, Azure, or Not connected; Reconnect needed when the customer must reconnect to refresh its data) and these columns by default:
| Column | |
|---|---|
| Customer | The customer's name. Always shown |
| Contract Value | The deal's annual contract value from the customer prices Deal Hub knows ($0.00 when none is known), with a short line saying how many lines have no customer price yet |
| CSP Likelihood | High, Medium or Low, set in Deal details |
| Status | The deal's stage: Target, Engaged, Negotiation, Won or Lost |
| Pricing Level | Level A to D |
| Total Profit | The deal's total profit from Scenario planning |
| Services Attached | Value of partner offers on the deal |
| Funding Attached | Value of tracked funding |
| Tech Stack | Value of tracked competitor tools |
A mark beside a name tells you something is going on. Hover it to read more:
| Mark | Means |
|---|---|
| Updating | Scenarios are being recalculated |
| Promotion changed | A Microsoft promotion on one of the deal's products changed |
| Needs action | Something needs you, for example a sell price to set. Open the customer to see it |
Find a customer
- Search customers, numbers or owners searches names, opportunity numbers and labels, and owners.
- The three filters beside it filter by status, owner and opportunity type. Clear filters resets them.
- Filters opens more: CSP likelihood, pricing level, and minimums for contract value, total profit, services, funding and tech stack. Clear all resets them.
The count at the right (for example 12 of 40) shows how many rows match.
Choose columns
Columns lets you show or hide any column, including Opportunity Type, Agreement Number, Owner, Probability, Next Step and Updated. Your choice is Saved for your account. Reset goes back to the defaults.
Export the list
Export list downloads the rows you can see, with the columns you've chosen, as a CSV file.
Add a customer
Customers are created by an onboarding link. Choose Create customer link at the top right. See Create a customer link.
Open a customer
Click a row to open the customer. Each row's ⋯ menu also has Open customer, Create presentation and Export report (the executive brief); see Document Studio.
The Pipeline view
Go to Pipeline in the command palette opens Pipeline: Track customer opportunities from target to close. It shows the same customers as a deal list, with a card per stage (Target, Engaged, Negotiation, Won, Lost) giving each stage's count and value (Not yet priced or No deals when there's none). The table shows Customer, Stage, Value, Probability, Next step, Owner and Updated. Export list downloads it, and Add opportunity opens the Customers list.
Delete customers
For organization admins
Only organization admins can delete customers.
Tick one or more rows and choose Delete customer (or Delete selected), or use Delete customer in a row's menu. This permanently deletes this customer and all opportunity data, including connected Microsoft 365 and Azure data. This cannot be undone. Confirm with Delete customer (Delete customers when you chose several).