> For the complete documentation index, see [llms.txt](https://docs.darcyiq.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.darcyiq.com/grow/customer-intelligence/customers-and-health.md).

# Customers & Portfolio Health

The **Customers** page is your account portfolio. It rolls every customer up into a single roster with relationship health, sentiment, and pipeline at a glance, and lets you drill into any account for the full picture.

{% hint style="success" %}
**Your book of business, prioritized**: Open Customers, filter to **My customers**, sort by health, and immediately see which accounts are thriving, which need attention, and where the open pipeline is — without opening a single record.
{% endhint %}

## The Portfolio Roster

The roster lists every customer your organization tracks, with summary charts above and a sortable table below.

| Column            | What It Shows                                                                          |
| ----------------- | -------------------------------------------------------------------------------------- |
| **Customer**      | Account name (and CRM linkage where synced)                                            |
| **Health**        | The relationship health score (0-100) with a healthy / watch / at-risk tone            |
| **Sentiment**     | Agent-assessed customer satisfaction, shown in words (e.g. Positive, Neutral, At risk) |
| **Opportunities** | Count of open opportunities on the account                                             |
| **Pipeline**      | Confidence-weighted value of open opportunities                                        |
| **Team**          | The account team assigned to the customer                                              |

Portfolio summary charts at the top of the page visualize the distribution of accounts across health and pipeline so leaders can read the whole book at once.

## Finding the Right Accounts

| Control          | Purpose                                               |
| ---------------- | ----------------------------------------------------- |
| **Search**       | Find an account by name                               |
| **My customers** | Show only accounts where you are on the account team  |
| **Archived**     | Show archived accounts (hidden from the default view) |

{% hint style="info" %}
**My customers** filters the roster to accounts where you are a member of the account team. It's the fastest way for an account manager to focus on just their book of business.
{% endhint %}

## Creating Customers

Customers can be added two ways:

* **From your CRM** — when Salesforce, HubSpot, or Microsoft Dynamics is connected, accounts sync in automatically as customers. See [CRM Sync](/grow/customer-intelligence/crm-sync.md).
* **Manually** — create a customer directly when you want to track an account that isn't in (or hasn't yet synced from) your CRM.

## The Account Team

Each customer has an **account team** — the users responsible for the relationship. Team membership matters in two places:

* It powers the **My customers** filter.
* It determines **who receives notifications** — account digests and opportunity status emails go to the account team. See [Notifications & Digests](/grow/customer-intelligence/notifications.md).

## Archiving Customers

When an account is no longer active, **archive** it to remove it from the default roster while preserving its history. Archiving asks for confirmation first to prevent accidental removal, and archived accounts remain available via the **Archived** filter.

## The Customer Detail View

Opening a customer shows its detail page. The **Overview** tab presents four tiles:

| Tile              | What It Shows                                                                  |
| ----------------- | ------------------------------------------------------------------------------ |
| **Health**        | The current health score, with an explanation of what's driving it             |
| **Sentiment**     | Customer sentiment with the agent's rationale (click to read the full insight) |
| **Opportunities** | A snapshot of the open pipeline on the account                                 |
| **Connections**   | Key contacts and relationships on the account                                  |

The Health and Sentiment tiles are interactive — open them to understand *why* the score is what it is, not just the number.

Beyond Overview, the detail page has dedicated tabs for the [Intelligence Feed](/grow/customer-intelligence/intelligence-feed.md) and [Opportunities](/grow/customer-intelligence/opportunities.md).

## Understanding Health vs. Sentiment

Health and sentiment are related but distinct, and it's important not to conflate them:

|                         | Health Score                                                      | Sentiment                                                 |
| ----------------------- | ----------------------------------------------------------------- | --------------------------------------------------------- |
| **Question it answers** | How strong is this relationship overall?                          | How satisfied is the customer right now?                  |
| **Inputs**              | Sentiment + alerts + milestones + active delivery + open pipeline | The agent's read of customer satisfaction, with rationale |
| **Scale**               | 0-100, configurable weights                                       | 0-100 (50 = neutral), shown in words                      |

Sentiment is one *input* into the health score. How much it counts — along with every other factor — is configurable. See [Health Score & Scoring Settings](/grow/customer-intelligence/settings-and-scoring.md).

## Next Steps

| Goal                                      | Documentation                                                                           |
| ----------------------------------------- | --------------------------------------------------------------------------------------- |
| Understand the signals behind an account  | [Intelligence Feed](/grow/customer-intelligence/intelligence-feed.md)                   |
| Work the pipeline on an account           | [Opportunities](/grow/customer-intelligence/opportunities.md)                           |
| Generate and refresh account intelligence | [The Account Management Agent](/grow/customer-intelligence/account-management-agent.md) |
| Configure how health is scored            | [Health Score & Scoring Settings](/grow/customer-intelligence/settings-and-scoring.md)  |


---

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