Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_rot777 Primary key — never changes |
| Account number | ROT777 Links to ticketing and SQL |
| Display name | Rothwell Plumbing Services |
| Primary domain | rothwellplumbing.co.uk Microsoft tenant mapping aid |
| Tenant ID | rot777-3064-4f2a-9c31-342567 |
| SQL external key | ROT777 |
| Account manager | Tom Whitfield |
| Status | Active |
| Created | 10 Mar 2024 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | Tenant app consent |
| Relationship state | active Expiry 09 Dec 2026 |
| Last successful sync | 23 Aug 2026 21:00 UTC 2 days ago |
| Last attempt | 24 Aug 2026 09:00 UTC Result: success |
| M365 data quality | Healthy |
| 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
Rothwell Plumbing Services
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 | |
|---|---|---|---|---|
| Theo SowandePrimary | Managing Director | [email protected] | 01591 580842 | Decision maker for spend |
| Nadia Whitfield | Practice Manager | [email protected] | 01413 356810 | Approves user changes |
Prototype controls
Demo-only switches for showing how the phases differ
ROT777 is mapped to the DCS API in this demo, so support and asset data appear when Phase 2 is on.