Customer Insights

Description: The Customer Insights page gives more detailed information about a specific customer.

To Access Customer Insights:

1. Run the “Sales by Customer” report in the Reports tab.

2. Click on the customer’s name.

3. The Customer Insight report for that customer will appear.

Open

Open

1. Basic Customer information: the customer's first and last name, profile picture, email address and geographical location

2. Orders: the total number of orders in a specific period of time (see number 6)

3. Total Spent: the total amount spent in a specific period of time (see number 6)

4. Average Order Value: the total number of orders in a specific period of time (see number 6)

5. Status: if the customer is active or not

6. Date: the time period for which you want to have more information about the customer

The second part of the page shows two graphics with more information about the customer. The graphic on the left side shows the customer's timeline of products purchased in the chosen period of time. The graphic on the right shows the frequency of the purchases: the horizontal axis represents the period of time and the vertical axis represents the number of purchases; this information can be grouped by week, month or year from the filter in the top right corner of the graphic.

Columns in Active Enrollment Report: