Browsing profiles

A profile is one of the things your workspace tracks — whatever your business would call a signup, an account, or a customer, Uptend calls it a profile. A workspace has one kind of profile. Open Profiles in the workspace sidebar to browse.

Find a profile

1. Type into the search box and click Search. Search matches names, emails, and domains.
2. Use Previous and Next to move through long lists.

The table shows each profile's name, its email or domain, and when it signed up in your system. Up to three of your declared properties appear as extra columns — signals first, then segments, then metadata — so the columns that carry the most meaning are the ones you see. Of a usage metric's ten properties, only its total competes for a column.

Read a profile

Click any row to open the profile. It gathers two things:

• Details — the profile's key in your source system, when it signed up, when Uptend first saw it, when it was last synced, and — if it's gone from the source — when it was deleted there.
• Properties — every declared property, with its current value and a line saying how recently it was synced. Properties marked as personal data carry a PII tag. A property that holds a list — the users on an account, say — renders as a small table.
• Usage — one row per usage metric: the total, when the latest row happened, the last 30 days with the change against the 30 before, and a sparkline of the last thirteen weeks. None yet for a metric with nothing counted; Not computed yet until the next refresh reaches the profile. Below it, Recent activity is reserved for a per-profile narrative read on demand from your database, and says so until it is available.
• Lifecycle — the profile's current lifecycle state and how long it has been there, plus its milestones: when it activated, churned or was won back. A milestone that was backfilled when the source was first connected reads "around" a date rather than an exact time.
• Scores — fit, profile value, churn risk and expansion readiness, each with the factors that produced the number and how fresh its inputs were, or Not enough data / Not computed when there is no number.
• Timeline — what has happened to the profile, newest first: when it was created in your source, every lifecycle transition (activated, went dormant, churned, won back) with the state it moved from and to, and every threshold it crossed or fell back under. A time Uptend did not watch happen — one backfilled when the source was first connected, or a crossing noticed by the next evaluation — reads "around" a date rather than an exact moment.

Correct a value

When a value is wrong — a stale plan name, a headcount that was never right — you can correct it on the profile.

1. Open the profile and find the property under Properties.
2. Click the pencil next to its value.
3. Type the new value and click Save.

The value has to fit the property's type, so a correction to a number property has to be a number, and a correction to a choice property has to be one of its options. Anything else is refused with the reason.

A correction sits on top of whatever the sync produces rather than replacing it. Syncs keep running and keep producing their own value underneath; yours is the one the profile shows, and nothing automated can erase it. Its line reads Corrected by hand instead of a sync time, so a corrected value is never mistaken for a freshly synced one.

To drop a correction, click the undo arrow next to the property. The synced value comes back.

Who can see profiles

Every member of the workspace can browse profiles. Correcting a value, and changing the properties behind them, is limited to workspace admins.