This screen is the heart of the system. It consolidates tactical information about each customer while providing an overview of the entire customer portfolio.
Filter menu options:
Journeys: filters clients associated with a specific journey;
Stages: filters clients associated with a specific journey stage.
On the right-hand side, the filters menu has 2 other options:
List/Kanban view: it toggles between Kanban and list mode;
Dynamic filters: it filters the screen by client attributes.