Read a customer's insights
See a customer's lifetime value, health score, behaviors and predictions, with the reasons behind each.
Open any customer and find Insights: figures, health and predictions from this customer's own records. Insights appear once the customer has an invoice or an open quote.
The Insights section on a customer's page
Screenshot coming soon
Figures
- Lifetime value: what they've paid you, net of refunds.
- Last 12 months, Average ticket, Orders and the last order date.
- Open quotes and Open balance, and how many days they take to pay on average.
Health score
A score out of 100; 70 is a typical customer. What moved it lists each reason and its points, for example ordering on their usual rhythm, paying late or a low review. The score is Good, Watch or At risk.
Behaviors
Tags that describe how they work with you, each with its evidence:
Books online, Books by phone, Prefers text, Prefers email, Responsive, Hard to reach, Pays on time, Pays late, Approves quotes quickly, Price-sensitive, Seasonal, Leaves reviews, Promoter, Detractor and High value.
Predictions
- Lapse risk: how likely they are not to order again, and when you'd expect their next order.
- Late payment risk: how likely they are to pay their next invoice late.
- Quote acceptance: for each open quote, how likely it is to be approved.
Click Why? on a prediction to see its Reasons and the Data used.
Keep it current
Insights refresh by themselves when something changes and every day. Click Recompute to refresh one customer now.
What you see follows your role. Without access to invoices, money figures and late-payment predictions are left out; without access to quotes, quote predictions are left out.