Customer analytics
How existing customers order, pay and stay. Every figure is calculated on this page from the customer records behind the rating and loyalty screens.
Orders in
Customers
Active and dormant customers
| Customer | Last order | Days since | Status | Orders in period | Value in period | Rating | Loyalty | Open risk |
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Rating and loyalty are two columns on purpose: a customer can be high on one and low on the other.
Days to pay, by quarter
| Quarter paid | Invoices | Days to pay | Days late |
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Retention candidates
A customer is listed when at least one of these visible conditions is true
A candidate is a suggestion to look, not an offer. “Propose” raises a retention proposal for approval. Marketing reaches these customers through the permitted segments, which carry tier and dormant status and no rating detail.
| Customer | Why listed | Suggested next step | Owner | Risk |
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