Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_ell817 Primary key — never changes |
| Account number | ELL817 Links to ticketing and SQL |
| Display name | Ellerby Electrical Partners |
| Primary domain | ellerbyelectrical.co.uk Microsoft tenant mapping aid |
| Tenant ID | ell817-5763-4f2a-9c31-944796 |
| SQL external key | ELL817 |
| Account manager | Priya Raman |
| Status | Active |
| Created | 14 Jul 2024 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Disconnected |
| Relationship state | expired No expiry recorded |
| Last successful sync | 12 Aug 2026 18:00 UTC 13 days ago |
| Last attempt | 24 Aug 2026 16:00 UTC Result: failed |
| M365 data quality | Authentication failed |
| SQL data quality | Source unavailable No SQL mapping for this account |
| Schedule | Weekly — users, licences, usage reports Configurable per dataset and customer |
Connection changes require the administrator role.
Branding
Saved once and reused automatically for future dashboards and packs
Editable
Customer logo
PNG, JPG, WEBP or SVG up to 4 MB. Transparent backgrounds work best.
Meeting pack preview
Ellerby Electrical Partners
Saved branding is applied to this customer's dashboard, exports and every future meeting pack.
Customer colours change accents only. Warning, failure and success colours, typography and layout stay fixed so every customer dashboard and pack reads the same way.
Customer contacts
Who to speak to. Used for meeting invitations and pipeline follow-up.
| Name | Role | Phone | Notes | |
|---|---|---|---|---|
| Chloe MarshPrimary | Operations Manager | [email protected] | 01532 667872 | Day-to-day escalation contact |
| Dominic Bellamy | Finance Manager | [email protected] | 01474 678322 | Handles purchase orders and renewals |
Prototype controls
Demo-only switches for showing how the phases differ
ELL817 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.