Customer profiles and deal sizes

Feedback without a face is just noise. The Companies page (you’ll find it at /customers) is where Pilea keeps track of who’s behind your feedback - and how much revenue rides on each voice.

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Company statuses

Every company has one of three statuses, set via the status badge on the company:

Status	Who it covers
Customer	Paying accounts
Lead	Prospects who haven’t converted yet
Churned	Accounts you’ve lost

You can also set statuses in bulk - useful when you’re cleaning up after an import.

The distinction isn’t cosmetic. Priority scoring treats feedback from Customers and Leads differently, so accurate statuses mean accurate scores.

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Deal sizes

Deal size is the revenue attached to a company. There are two ways to set it:

• Manually on the Companies page.
• Synced from HubSpot, if you’ve connected it.

Deal sizes feed the Revenue Impact signals in priority scoring. When a customer with a large deal size mentions an issue, the backlog items they touch score higher on revenue - which is exactly how “our biggest account is frustrated” should show up in your prioritization.

💡 Tip: Even rough deal sizes beat none. Without them, the Revenue Impact signals sit at zero and your scores lean entirely on volume, breadth, recency, and sentiment.

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The customer detail page

Click into any company for the full picture:

• Summary - an editable description of the account.
• Deal-size card - the revenue figure at a glance.
• Customer Since - how long they’ve been with you.
• Backlog count - how many items trace back to them.
• Linked Documents - documents connected to this customer.
• Their backlog items - every item this customer has feedback on, viewable as a table, list, or kanban board.
• Engagement timeline - a chronological view built from their feedback, so you can see how the relationship has actually unfolded.

ℹ️ Note: The detail page is a strong pre-meeting ritual. Two minutes with a customer’s timeline and backlog items tells you what they care about before they have to repeat it.

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Segmentation with tags and groups

Use tags and groups to slice your customer base - by plan, region, segment, or whatever dimension matters to you. Segmentation isn’t limited to the Companies page either: customer filters work in the backlog too, so you can answer questions like “what are enterprise accounts asking for?” without leaving your work queue.

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Why this page earns its keep

The Companies page is the bridge between your feedback data and your business data. Statuses tell scoring who’s paying, deal sizes tell it how much, and the detail pages tell you the story behind each account. Keep it current and every priority score in your backlog gets sharper.

Next: How the Pilea priority score works