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What this report shows

Customer behavior and value across your business. See who your best customers are, track retention cohorts, and identify segments needing attention.
Data refreshes hourly. Last refresh time appears at the top.

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Filters

Filters showing type, customer segment, first order outlet, orders count, and lifetime value
  • Type — Guest, Member, or POS user.
  • Customer segment — Filter by segment (VIP regulars, Slipping regulars, etc.).
  • First order outlet — Where the customer first ordered.
  • Orders count — Filter by number of orders.
  • Lifetime value — Filter by total spend.

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Sections

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Key metrics

Metrics showing total customers, median lifetime value, new customers in last 30 days, and active customers in last 30 days
  • Total customers — All customers with change from last month.
  • Median lifetime value — Middle value of all customer spend with change from 30 days ago.
  • New customers (30D) — Customers who placed their first order in the last 30 days.
  • Active customers (30D) — Customers who ordered in the last 30 days.

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AI insights

AI-generated insights about active guests, loyalty members, and dormant customers
AI-generated analysis of customer patterns, highlighting revenue drivers, dormant high-value customers, and reactivation opportunities.

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Customer segmentation

Table showing customer segments with descriptions, revenue share, customer count, median lifetime value, average order value, and return rate
Pre-built segments based on ordering behavior:
  • VIP regulars — Order frequently and spend a lot.
  • Solid regulars — Consistent ordering and spending.
  • Slipping regulars — Former regulars not seen in 1-3 months.
  • Lost regulars — Silent for 3+ months.
  • Gone — Inactive 3+ months, likely churned.
  • Occasional Customers — Infrequent orders.
  • Inactive Customers — No recent activity.
Columns: Revenue share, customers, median lifetime value, average order value, return rate.

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Order count distribution

Bar chart showing customer count by order frequency buckets: 1 order, 2-5 orders, 6-10 orders, 11-20 orders, 21+ orders
How many orders each customer has placed. Most businesses have a large “1 order” segment—the goal is to convert these to repeat buyers.

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Customer growth rate

Area chart showing total customers and active customers over time by month
Total and active customer counts over time. Blue area shows total cumulative customers, orange area shows active customers.

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Lifetime value distribution

Line chart showing percentage of customers by total spend range, broken down by Guest, Member, and POS user
Distribution of customers by total spend, broken down by customer type (Guest, Member, POS user).

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Retention cohort analysis

Cohort table showing customers by first order month and months since first order, with color intensity indicating retention
Track how well you retain customers over time. Rows show when customers first ordered, columns show how many remained active in subsequent months. Darker green indicates higher retention.

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Average order value distribution

Bar charts showing percentage of customers by average order value range, split by Guest, Member, and POS user
Distribution of customers by their average order value, broken down by customer type.

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Top 100 customers

Table showing top customers with type, activity status, name, email, total spend, orders count, average order value, first and last order dates, and age
Your highest-value customers ranked by total spend. Columns: Type, activity status, name, email, total spend, orders count, average order value, first order date, first order outlet, last order date, date of birth, age.

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Single customer view

Click a customer’s name or email in the Top 100 customers table, then select View customer details to open a detailed dashboard for that customer.
Customer information panel showing name, email, type, segment, activity status, loyalty status, order counts, total spend, and average order value
The single customer view shows:

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AI insights

AI-generated customer profile with order history analysis, ordering patterns, and upsell opportunities
AI-generated profile analyzing the customer’s visit frequency, ordering patterns, and potential opportunities.

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Order history

Table showing all orders with serving date, day of week, outlet, net sales, brand, source, fulfilment type, and order created date
Complete order history with date, outlet, sales, source, and fulfilment type.

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Top items

Table showing customer's most ordered items with quantity and net sales
What this customer orders most frequently.

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Orders by month

Combination chart showing order count as bars and cumulative lifetime value as line over time
Order frequency and cumulative lifetime value over time.

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Ordering patterns

Heatmap showing order count by hour of day and day of week
When this customer typically orders. Darker green indicates more orders at that time.

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Interactive features

  • Drill down — Click any metric or chart to see underlying data.
  • Download — Export data from any chart or table.
  • Copy values — Click any metric to copy to clipboard.
  • AI assistant — Ask questions about your data. See Using reports.