Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_pen360 Primary key — never changes |
| Account number | PEN360 Links to ticketing and SQL |
| Display name | Penrose Brokers Ltd |
| Primary domain | penrosebrokers.co.uk Microsoft tenant mapping aid |
| Tenant ID | pen360-3117-4f2a-9c31-166898 |
| SQL external key | PEN360 |
| Account manager | Ellie Marsh |
| Status | Active |
| Created | 14 Nov 2022 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Tenant app consent |
| Relationship state | unknown No expiry recorded |
| Last successful sync | 16 Aug 2026 02:00 UTC 9 days ago |
| Last attempt | 25 Aug 2026 04:00 UTC Result: partial |
| M365 data quality | Partial |
| SQL data quality | Healthy Mapped to the DCS API |
| 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
Penrose Brokers Ltd
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 | |
|---|---|---|---|---|
| Farrah RowleyPrimary | Finance Manager | [email protected] | 01238 937325 | Handles purchase orders and renewals |
| Jack Jameson | Practice Manager | [email protected] | 01555 740113 | Approves user changes |
Prototype controls
Demo-only switches for showing how the phases differ
PEN360 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.