Customer Dashboard
Overview of all active customers — click any card to drill into the data
Customer Breakdown
Electrical Contractors
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companies
▶ Click to view list
Distributors
—
companies
▶ Click to view list
Total Customers
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across both types
▶ Click to view all
Revenue
Electrical — Total Revenue
—
▶ Click to see by company
Distributor — Total Revenue
—
▶ Click to see by company
Renewals Needed — Next 2 Months or Overdue
Electrical — Renewals Needed
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Deals with license end ≤ Jun 14, 2026
▶ Click to view
Distributor — Renewals Needed
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Deals with license end ≤ Jun 14, 2026
▶ Click to view
Customer Health
30-Day Logins by User
30-Day Logins by Company
No HubSpot Activity in 30 Days
—
companies with no recent CRM contact
▶ Click to view list
No Logins in 30 Days
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companies with zero Mixpanel activity
▶ Click to view list
Companies