Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_ter672 Primary key — never changes |
| Account number | TER672 Links to ticketing and SQL |
| Display name | Terrington Roofing LLP |
| Primary domain | terringtonroofing.co.uk Microsoft tenant mapping aid |
| Tenant ID | ter672-2952-4f2a-9c31-497324 |
| SQL external key | TER672 |
| Account manager | Dan Okafor |
| Status | Active |
| Created | 19 Jul 2024 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | expiring Expiry 07 Sep 2026 |
| Last successful sync | 22 Aug 2026 16:00 UTC 3 days ago |
| Last attempt | 24 Aug 2026 08:00 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
Terrington Roofing LLP
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 | |
|---|---|---|---|---|
| Poppy AshbyPrimary | IT Coordinator | [email protected] | 01892 797673 | Internal technical contact |
| Chloe Fletcher | Operations Manager | [email protected] | 01828 536614 | Day-to-day escalation contact |
Prototype controls
Demo-only switches for showing how the phases differ
TER672 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.