A unified, account-level view that lets you track all product items for a specific customer or any customer segment and understand why they need them.
What you can do with customer 360
Create your segmentation to focus on specific or group of customer such as same industries, tier/plan, region, size, etc.
All related items in one place, sliced by demand (number of requests, total ARR), status (New, Under Review, Planned, delivered, Etc.), domain, product area, priority, and more.
See the evidence behind each item: call snippets, support tickets, CRM notes, and usage signals—so you see the customer’s context, pain, and urgency.
Track the status of all product items related to your customers.
See full overview video about customer 360 page:
Customer 360 — Evidence Table View
See below a guide which walks you through the Evidence Table in Customer 360 — where you can see every request that has come in from your accounts, filter it down, and check how each one is being handled.
Customer 360 gives you a single view of every request (“evidence”) that has come in from your customers — whether you’re looking at one account, a group of accounts, or all requests from a particular source or product area. You don’t need to select a customer to use it; you can just as easily start from a source, a submitter, or a product area and see everything that matches
Filters
The Evidence Table has two independent filter panels.
Customer filter (right panel) — narrows the table to specific accounts:
By customer segment
By one or more specific customer names
Request filter (left panel) — narrows by attributes of the request itself
Source
Submitter
Product area
The two panels work independently. For example, you can leave the customer filter empty and filter only by source — you’ll see every request that came in from that source, across all customers. The customer name still appears as a column on each row, so you always know which account a request belongs to
Table columns
Each row is one request. The table shows:
Column | Description |
Customer | The account the request came from |
PM Owner | The product manager responsible for the request |
Status | Where the request currently stands |
Priority | The priority set on the request |
Assigned Idea | If the request has been reviewed and linked to a roadmap item, the title of that idea appears here |
Request detail view
Click any row to open the full detail for that request, including:
All information captured on the evidence
The account it relates to
Any additional custom fields configured for your account
Let us know if any questions come up as you get started.