Understanding how a customer relationship is really doing has always meant piecing it together — checking invoices in one place, project status in another, revenue in a report somewhere else. Customers changes that. You now get a single, consolidated view of every customer you manage — each with a live health status, a revenue rank, and a profitability rank, all in one list.
The result: a fast, directional read on who needs attention first, and an early warning on the accounts that need it.
Each customer row carries a health indicator, flagging accounts At risk based on signals like overdue invoices, unbilled work, and at-risk projects — so issues surface before they become bigger problems.
See at a glance where each customer stands on revenue and profitability, with trend arrows showing whether they're climbing, falling, or holding steady.
Click into any customer for a deeper view: 12-month revenue trends, ranking, the health signals behind the status, and recent project activity — all in one panel, updating automatically as things change.
Find any customer instantly, filter by the criteria that matter to you, and save Custom Views to share with your team.
Customers is being rolled out in stages to all PSA plans. Access appears automatically as the rollout reaches your account — if you don't see it in your Customers menu yet, it's on its way.
For the full how-to guide, visit our Help Center.