Understanding the company profile
Every tab and panel on a company's page, explained.
Select any company name in Companies to open its profile. The profile is split into tabs, with a details panel on the right.
Tabs
| Tab | What you'll find |
|---|---|
| Overview | Health, ARR and MRR over time, activity engagement and task trends for this company |
| Tasks | Tasks linked to the company |
| Project | The onboarding template assigned to the company, with recommended templates for its segments |
| Notes | Notes from your team, with author and date |
| People | Contacts at the company |
| Gmail | Emails synced from Gmail |
| Meetings | Meetings synced from your calendar and Fireflies |
| Tickets | Tickets synced from Jira |
| Conversations | Group chats synced from connected sources such as WhatsApp |
| Timelines | A log of every change to the company. See Company timelines |
| Health Score | The global health score and each signal behind it |
| Usage | Product event frequency and trends |
| AI Summary | AI-written briefings. See Generating an AI summary |
The details panel
Select the arrow on the right edge to open the details panel. It shows the global health score, company name, CSM, SDR and MRR. Select Show more for other fields. Below that you'll find:
- Properties: all properties, product usage and metrics
- Time taken in each stage
- Calculated Metrics for this company
- Client Segments the company belongs to
Select the pencil icon in Company Details to edit the company.
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