Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_pic455 Primary key — never changes |
| Account number | PIC455 Links to ticketing and SQL |
| Display name | Pickering Joinery Group |
| Primary domain | pickeringjoinery.co.uk Microsoft tenant mapping aid |
| Tenant ID | pic455-1191-4f2a-9c31-689150 |
| SQL external key | PIC455 |
| Account manager | Rachel Byrne |
| Status | Active |
| Created | 09 May 2024 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Interactive delegated fallback |
| Relationship state | active Expiry 12 Jun 2027 |
| Last successful sync | 23 Aug 2026 03:00 UTC 2 days ago |
| Last attempt | 25 Aug 2026 03:00 UTC Result: success |
| M365 data quality | Healthy |
| 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
Pickering Joinery 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 | |
|---|---|---|---|---|
| Henry FerrisPrimary | HR Manager | [email protected] | 01794 963593 | Starters and leavers |
| Kofi Mensah | Finance Manager | [email protected] | 01973 711003 | Handles purchase orders and renewals |
Prototype controls
Demo-only switches for showing how the phases differ
PIC455 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.