The Customers board is your go-to collaborative space for customer context, helping you and your customer-facing teammates impact better customer outcomes.
The Customers board will help anyone get up to speed before a customer call or quarterly business review (QBR), provide an overview of customers' outstanding requests and their product status, and identify the right customers for discovery or a beta.
In this article:
Using the Customers board
The Customers board is a special sort of grid board. It's designed to help you summarize and analyze the data you have about your customers, making it helpful when you need to get up to speed before a customer call or quarterly business review, provide an overview of customers' outstanding requests and their product status, or identify the right customers for discovery or a beta.
Because it's a special grid board, the Customers board can be filtered, searched, and sorted just like any other grid. You can create and save custom views with different data columns, including custom fields, segments, and number- and text-fields from your Salesforce integration.
Accessing the Customers board
You can open the Customers board from the Main menu > Customers board.
You can edit, filter, and sort this board however you like, and even save your configurations as new grid boards, but there will always be just one Customers board.
Organizing by companies or users
You can organize the Customers board by Companies or Users by clicking the options in the submenu on the left.
Filtering the Customers board
You can filter the Customers board using the Add filter button at the top of the board. See Simple filters for details.
Adding and removing columns
To add or remove columns to the Customers board:
- Click Add columns.
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Click the toggle beside each column you want to add. The list will show different options for companies and users.
Note: Company and User items are now compatible with all types of custom fields. See Add custom fields to your boards for information about how to create and work with custom fields.
Viewing customer details and relevant features
Click on a company or user to open its Details sidebar. From here, you can:
- Write a description of the customer.
- See the fields associated with that customer (in the Fields section).
- See a list of all the features connected to this customer via insights (in the Features section).
Note: You can also click on a feature anywhere it appears in Productboard and scroll down through its details to the Company or User sections to see a list of customers with insights linked to that feature.
Saving and sharing as grid boards
There's only one Customers board (the one in Main menu > Customers board). However, you can create copies of that Customers board to save to your teamspaces and share directly with your colleagues. To do so:
- Make any change to the layout of the Customers board.
- Click Save as new in the top right corner to save this configuration of the Customers board as a new grid board in your Personal Section, which you can access from the Main menu > Home > Personal.
- Give your new grid a name by clicking on the name field at the top of the screen.
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(Optional) Move your new grid into a teamspace so others can see it.
Customer items on grid boards
Grid boards support companies and users as items, meaning you can build a grid board from scratch that displays these items in a hierarchy. See Grid boards: Planning and prioritization management for details.