Skip to main content

Account Detail Page

The account detail page is a unified 360° command center for every account. It combines company details, health metrics, product subscriptions, associated records, financials, and a unified timeline — all in one place.

Page Layout​

The page is split into two areas:

The sidebar stays visible regardless of which tab is selected, giving you constant context:

  • Logo/Avatar — the account's logo or initials
  • Account Name — with industry, classification (B2B/B2C), and type badges
  • Health Score — gauge showing 0–100 with color indicator
  • MRR / ARR — monthly and annual recurring revenue
  • Churn Risk — LOW / MEDIUM / HIGH indicator
  • CLTV — Customer Lifetime Value
  • Profile Completion — progress bar showing data completeness
  • Quick Info — email, phone, website, address
  • Owner — the assigned account owner
  • Record Info — created date, last updated

Screenshot: Account detail page with sidebar showing health score, MRR, and churn risk

Right Content Area (Tab-Based)​

The content area contains 14 tabs organized by function:

Tabs​

Overview​

The default tab — a dashboard summarizing everything about the account:

  • Customer Journey Map — horizontal timeline showing milestones from first lead through renewal. See Customer 360 View.
  • Score Cards — Health, MRR/ARR, Churn Risk, CLTV
  • Health Score Breakdown — 6 weighted factors with progress bars
  • Upsell Suggestions — recommended products with scores, reasons, and "Create Opportunity" buttons
  • Active Subscriptions — compact summary with a "View All" link to the Subscriptions tab
  • Revenue Trend — bar chart showing monthly revenue over 12 months
  • Churn Signals — actionable alerts when risk factors are detected

Screenshot: Overview tab showing journey map, score cards, health breakdown, and upsell suggestions

Subscriptions​

Manage product subscriptions linked to this account:

  • Summary bar — total active, trial, and expired subscriptions with MRR/ARR totals
  • Subscription table — product, status, billing frequency, MRR, renewal date, auto-renew
  • Add Subscription — button opens a modal to manually add a subscription
  • Configure Usage — per-subscription link to set up usage data sources (Pull API, Push Webhook, Manual)

See Subscriptions & Renewals for full details.

Leads​

All leads associated with this account:

  • Table with Name, Email, Stage (colored badge), Owner, Created Date
  • Click any row to navigate to the lead detail page
  • Pagination for accounts with many leads

Opportunities​

All sales opportunities for this account:

  • Table with Name, Amount, Stage (colored badge), Probability %, Close Date, Owner
  • Won opportunities show a green checkmark, lost show a red X
  • Click any row to navigate to the opportunity detail page

Projects​

Projects linked to this account:

  • Table with Name, Status (colored badge), Health (colored dot), Progress (task completion bar), Budget, Owner, Due Date
  • Task count and completed count shown as a visual progress bar

Financials​

Revenue and invoice data for this account:

  • Revenue Trend Chart — full-width bar chart showing monthly revenue
  • Summary Cards — Total Invoiced, Total Paid, Outstanding, Overdue
  • Invoice Table — Invoice #, Title, Status, Total Amount, Paid, Due, Issue Date, Due Date

Screenshot: Financials tab showing revenue trend chart and invoice table

Contacts​

All contacts linked to this account with their roles:

  • Link existing contacts or quick-create new ones
  • Each contact shows role (Decision Maker, Technical Contact, etc.)
  • Click to navigate to the contact detail page
tip

Maintain accurate contact roles. This helps your sales team know exactly who to reach for technical discussions, billing, or executive buy-in.

Email Marketing​

View and manage the email marketing status of all contacts linked to this account:

  • Table of contacts with subscription status, lists, and last engagement
  • Bulk Add to List — select contacts and add them to an email marketing list in one action
  • Bulk Remove from List — remove contacts from a list
  • Filter by subscription status

This tab is available when a MailerLite or Mailchimp integration is configured.

Emails​

Email communication history with this account. View, reply, and compose new emails directly from this tab.

Tasks​

Tasks related to this account — follow-ups, calls, meetings, action items. Create new tasks directly from this tab.

Notes​

Free-text notes added by team members. Useful for recording meeting summaries, strategic observations, and account plans.

Documents​

Files attached to this account — contracts, proposals, compliance documents, presentations.

Timeline​

A unified chronological feed combining activities from all modules:

  • Leads created/converted
  • Opportunities opened/won/lost
  • Invoices sent/paid
  • Projects started/completed
  • Emails sent/received
  • Tasks completed

Each entry is color-coded by type and shows an icon, title, description, and relative date. Filter buttons at the top let you focus on specific modules.

Screenshot: Timeline tab showing unified feed with type filters

Activity​

Activity log specific to the account record itself — field changes, status updates, and system events.

History​

Detailed audit log of every change to the account — old/new values, who made the change, and timestamps. Full traceability for compliance.

Parent-Child Hierarchy​

  • Parent link — if this account has a parent, the parent name appears as a clickable link
  • Children — sub-accounts are accessible from the account record
  • Navigate up and down the hierarchy by clicking parent or child links

Linking Contacts​

To link a contact to this account:

  1. Go to the Contacts tab.
  2. Click Link Contact.
  3. Search for the contact by name or email.
  4. Select the contact and choose their role at this account.
  5. Click Save.
note

A contact can be linked to multiple accounts, and an account can have many contacts. This models real-world scenarios where people hold positions at multiple organizations.

What's Next​