In short
- Every dot is a customer. The further out, the longer since the last contact.
- Four zones: active, cooling, dormant, lost.
- One click on a zone leads straight to the affected customers — and to the reactivation suggestion.
How to read the radar correctly
Only the distance from the centre carries meaning. Inside sit the customers where something happened recently; further out, the time since the last contact grows.
The direction, by contrast, means nothing. Whether a dot sits top-left or bottom-right is pure chance — the dots are merely scattered so they do not overlap. So there is no “good” and no “bad” side of the radar. In the cockpit a small note next to the chart explains this, so nobody reads a pattern into it that does not exist.
Where the data comes from
The status derives from what Dagomi sees anyway: inquiries, offers, won deals, sent promises and — if connected — revenue from your accounting system. There is nothing extra to maintain.
From picture to action
A radar that leads nowhere is decoration. So every zone is clickable: you land on the customers in that zone and can have a reactivation outreach drafted right there. For cooling and dormant customers, Dagomi suggests this in the morning briefing on its own.
How to work with it
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Connect or create customer data
Through the Lexoffice connection, by import or manually. Without customers the radar stays empty.
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Open the radar
Under “Today” you get the compact version with the key numbers, under “Customers” the full view.
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Understand the rings
Active, cooling, dormant, lost. The number on each zone tells you how many customers currently sit there.
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Click a zone
That jumps you to the list of affected customers — no searching, no manual filtering.
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Start a reactivation
In the customer profile you have an opportunity and a finished outreach drafted. Approve, send, done.
Good to know
- A dot’s position around the circle deliberately carries no meaning — only the distance from the centre counts. Do not read compass directions into it.
- The radar rates contact histories, not people. “Dormant” does not mean “bad customer”, it means “nothing has happened here for a while”.
Frequently asked questions
What does a dot’s position mean?
Only the distance from the centre: the further out, the longer since the last contact. The angle — whether a dot sits left, right, top or bottom — is meaningless and serves only to spread the dots apart.
When does a customer count as cooling?
When considerably more time has passed since the last contact or revenue than is usual for that customer. The radar does not judge everyone by the same yardstick but takes the previous rhythm of contact into account.
Do I have to maintain the status manually?
No. It derives automatically from inquiries, offers, deals and connected revenue. There is no field you need to fill in.