Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_jar972 Primary key — never changes |
| Account number | JAR972 Links to ticketing and SQL |
| Display name | Jarrow Roofing Group |
| Primary domain | jarrowroofing.co.uk Microsoft tenant mapping aid |
| Tenant ID | jar972-2964-4f2a-9c31-108991 |
| SQL external key | JAR972 |
| Account manager | Ellie Marsh |
| Status | Active |
| Created | 02 Jul 2022 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Disconnected |
| Relationship state | expired No expiry recorded |
| Last successful sync | 16 Aug 2026 21:00 UTC 9 days ago |
| Last attempt | 24 Aug 2026 14:00 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
Jarrow Roofing Group
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 | |
|---|---|---|---|---|
| Ava SowandePrimary | Practice Manager | [email protected] | 01840 189261 | Approves user changes |
| Lena Jameson | Finance Manager | [email protected] | 01294 551863 | Handles purchase orders and renewals |
Prototype controls
Demo-only switches for showing how the phases differ
JAR972 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.