Customer Insights

The Customer Insights tool within the Portal helps in understanding customer behaviors and trends.

Access Note: The "Customer Insights" permission is required.

Overview of Features

Customer Composition Analysis

This interactive chart showcases the proportion of new versus returning customers over selectable time periods, along with their respective contributions to overall sales. This visualization helps you understand the evolving dynamics of your customer base and identify which segments are driving your business's growth.

Monitor the fluctuations in your customer base with the Customer Count Trends chart. This feature tracks the number of new and returning customers, providing a clear picture of growth trends or potential concerns in customer acquisition and retention.

Average Sales Analysis

The Average Sales Analysis chart offers insights into the spending behaviors of new versus returning customers over time. By examining average sales values, businesses can tailor their marketing and sales strategies to enhance customer lifetime value.

Purchase History Analysis

Dive into detailed spending patterns with the Purchase History chart, which outlines customer expenditures by the sequence of their purchases (from the 1st purchase onwards). This feature allows for a comprehensive view of how spending behavior changes as customer relationships with your brand develop.

Time Since Last Purchase

Evaluate customer engagement and loyalty with the Time Since Last Purchase chart. This chart illustrates the average duration between purchases, serving as a critical metric for assessing retention strategies and identifying opportunities for re-engagement.

Interactive Data Drill-Down

Enhance your analytical depth with the ability to click on any data point to view more granular information. Drill down from yearly data to monthly and daily figures, accessing a detailed table of daily sales orders to analyze specific customer transactions.

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