> For the complete documentation index, see [llms.txt](https://docs.phocassoftware.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.phocassoftware.com/sales-insights/manage-customer-segmentation/set-up-the-customer-profile-feature.md).

# Set up the customer profile feature

{% hint style="info" %}
This feature is coming soon.
{% endhint %}

Set up the Customer profile feature by mapping the data used to generate customer profiles and opportunities.

The first time you try to open a customer profile, the **Setup customer profile** page opens automatically.

1. Select the **Product dimension** and **Product property (name)**. The property determines the product name displayed on the customer profile page.
2. (Optional) Select a **Secondary product property** to display additional information about the product.
3. (Optional) Select the **Product group dimension**, then select the **Product group property (name)**.
4. Select the **Sales rep dimension** and **Sales rep property (name)**. The property determines the sales rep name displayed on the customer profile page.
5. Select the **Quantity measure**.
6. (Optional) Select the **Margin measure**.
7. Click **Save**.
8. Review the message, then click **Save and run**.

{% hint style="info" %}
The Sales Insights run typically takes 10–120 minutes, depending on the size of your customer data. Your changes aren't reflected on the **Customer profile** page until the run completes. You can check the status in the top-right corner of the page to see whether opportunities have been generated.
{% endhint %}

You can edit the setup later. On the **Customer profile** page, click the menu button in the top-right corner and select **Edit configuration**. The **Setup customer profile** page opens.


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