Customer master data
Immutable internal identity with external mapping keys
| Internal CustomerId | cus_wen567 Primary key — never changes |
| Account number | WEN567 Links to ticketing and SQL |
| Display name | Wentworth Roofing LLP |
| Primary domain | wentworthroofing.co.uk Microsoft tenant mapping aid |
| Tenant ID | wen567-9562-4f2a-9c31-904161 |
| SQL external key | WEN567 |
| Account manager | Tom Whitfield |
| Status | Active |
| Created | 05 Jul 2025 |
Connection and collection
Authentication mode is independent of the data model
| Auth method | GDAP / partner delegated |
| Relationship state | active Expiry 10 Apr 2027 |
| Last successful sync | 24 Aug 2026 18:00 UTC 15 hr ago |
| Last attempt | 24 Aug 2026 14:00 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
Wentworth 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 | |
|---|---|---|---|---|
| Kofi FletcherPrimary | Managing Director | [email protected] | 01648 971950 | Decision maker for spend |
| Ella Beckett | Finance Manager | [email protected] | 01244 387094 | Handles purchase orders and renewals |
Prototype controls
Demo-only switches for showing how the phases differ
WEN567 has no SQL mapping in this demo, so those sections stay in the Phase 1 state regardless.