Find at-risk customers
List the customers likely to lapse, likely to pay late, or likely to approve an open quote, and act on them.
Customers → Customer insights is your working list: who's likely to order again, who pays late and who's at risk, worked out from your own records.
In the left menu, click Customers → Customer insights.
Under Prediction, choose Lapse risk, Late payment risk or Quote acceptance.
Narrow it with Likelihood, Based on, and the From and To dates.
Customer insights with customers by risk
Screenshot coming soon
Each row shows the customer, their likelihood and level, when it's due, their health and the main reasons. Click a customer to open them.
What to do with it
- Lapse risk: call them, or send a reorder offer. Tag them for an automation (see Follow up in bulk).
- Late payment risk: ask for a deposit, or send reminders early.
- Quote acceptance: follow up on the quotes most likely to close.
Recompute all
Insights refresh by themselves. Click Recompute all to refresh everyone now, for example after an import.