Customers
Insights and deal details
The Overview tab's headline figures, source-backed insights, and the Deal details panel with CRM status, agreement, people and key numbers.
Overview → Insights is the first thing you see on a customer record.
The tiles
| Tile | Shows |
|---|---|
| Total contract value | The sum of 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 |
| Product SKUs | Distinct licensed products |
| Optimization signals | What the last license optimization run found. Click it to see the findings, or Open M365 data to run it. See User licenses |
Insights
Source-backed signals from Microsoft 365 and customer documents. Each insight is marked Opportunity, Warning, Success or Info, and some link to where you can act.
With nothing synced yet, you'll see No source-backed insights yet. Connect Microsoft 365 or upload a customer document first.
Deal details
The Deal details panel on the right sums up the deal.
| Section | Holds |
|---|---|
| CRM status | Opportunity (Renewal or New), CSP likelihood (High, Medium, Low) and Stage (Target, Engaged, Negotiation, Won, Lost) |
| Customer | Organization, Label (shown beside the opportunity's number wherever it's listed), Primary contact, Location |
| Agreement | Status, Number, Type, Start, End, Pricing level |
| People | Current partner, Microsoft sales team, Internal sales team |
| Key numbers | TCV, Products, Funding |
Values Deal Hub doesn't know yet say Not recorded.
Edit deal details
Everyone with Deal Hub access can edit deal details.
- CRM status: choose new values in the panel. You'll see Opportunity status saved.
- Other sections: choose Edit (or + Add member / + Add partner). Each opens its own form: Edit Customer Details (including the opportunity's Label), Edit Agreement Details (agreement number, type, start and end dates, pricing level), Edit Microsoft Sales Team, Edit Current Partner or Edit Internal Sales Team (each member's Name, Title and Email). Save to apply.
The stage you set here is the Status on the Customers list and drives the dashboard.