Customers report

Available for: Manager Finance Admin Go to report →

What this report shows

Customer behaviour 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.

Filters

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.

Sections

Key metrics

Metrics showing total customers, median lifetime value, new customers in last 30 days, and active customers in last 30 days — Key metrics

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.

AI insights

AI-generated analysis of customer patterns, highlighting revenue drivers, dormant high-value customers, and reactivation opportunities.

Customer segmentation

Table showing customer segments with descriptions, revenue share, customer count, median lifetime value, average order value, and return rate — Customer segmentation table

Pre-built segments based on ordering behaviour:

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.

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 — Order count distribution

How many orders each customer has placed. Most businesses have a large “1 order” segment—the goal is to convert these to repeat buyers.

Customer growth rate

Area chart showing total customers and active customers over time by month — Customer growth rate

Total and active customer counts over time. Blue area shows total cumulative customers, orange area shows active customers.

Lifetime value distribution

Line chart showing percentage of customers by total spend range, broken down by Guest, Member, and POS user — Lifetime value distribution

Distribution of customers by total spend, broken down by customer type (Guest, Member, POS user).

Retention cohort analysis

Cohort table showing customers by first order month and months since first order, with colour intensity indicating retention — Retention cohort analysis

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.

Average order value distribution

Bar charts showing percentage of customers by average order value range, split by Guest, Member, and POS user — Average order value distribution

Distribution of customers by their average order value, broken down by customer type.

Signups by first order source/outlet

Where your customers come from and how well each channel converts to signups.

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 — Top 100 customers

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.

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.

The single customer view shows:

AI insights

AI profile analysis

AI-generated profile analyzing the customer’s visit frequency, ordering patterns, and potential opportunities.

Order history

Complete order history with date, outlet, sales, source, and fulfilment type.

Top items

Table showing customer's most ordered items with quantity and net sales — Top items

What this customer orders most frequently.

Orders by month

Combination chart showing order count as bars and cumulative lifetime value as line over time — Orders by month

Order frequency and cumulative lifetime value over time.

Ordering patterns

Heatmap showing order count by hour of day and day of week — Ordering patterns heatmap

When this customer typically orders. Darker green indicates more orders at that time.

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.

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Hardware

Assisting your diners

Integrations

What this report shows

Filters