Customer Analytics

Navigate to Analytics → Customers to view customer-focused metrics.

Customer KPIs

New Customers - Accounts created in date range

Returning Customers - Repeat business customers

Retention Rate - Percentage of customers with repeat orders

Average CLV - Customer lifetime value

Cohort Analysis

The cohort chart shows:

Customer acquisition by month

Retention percentages at 30, 60, and 90 days

Long-term customer engagement trends

Top Customers Chart

View your most valuable customers ranked by:

Total revenue generated

Number of jobs completed

Engagement frequency

Using Customer Data

Retention Focus - Identify at-risk customers before they churn

Value Recognition - Prioritize high-value account relationships

Growth Opportunities - Spot patterns in successful customer onboarding

Navigate to Analytics → Customers to view customer-focused metrics.

Customer KPIs

New Customers - Accounts created in date range

Returning Customers - Repeat business customers

Retention Rate - Percentage of customers with repeat orders

Average CLV - Customer lifetime value

Cohort Analysis

The cohort chart shows:

Customer acquisition by month

Retention percentages at 30, 60, and 90 days

Long-term customer engagement trends

Top Customers Chart

View your most valuable customers ranked by:

Total revenue generated

Number of jobs completed

Engagement frequency

Using Customer Data

Retention Focus - Identify at-risk customers before they churn

Value Recognition - Prioritize high-value account relationships

Growth Opportunities - Spot patterns in successful customer onboarding

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Customer Experience

Field Operations

Business Management

Learn & Discover

Support & Training

Customer Analytics

Customer KPIs

Cohort Analysis

Top Customers Chart

Using Customer Data

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Customer KPIs

Cohort Analysis

Top Customers Chart

Using Customer Data

Was this article helpful?

Related Articles