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Navigate to Analytics → Customers to view customer-focused metrics.

Customer KPIs

New Customers - Accounts created in date range

Returning Customers - Repeat business customers

Retention Rate - Percentage of customers with repeat orders

Average CLV - Customer lifetime value

Cohort Analysis

The cohort chart shows:

Customer acquisition by month

Retention percentages at 30, 60, and 90 days

Long-term customer engagement trends

Top Customers Chart

View your most valuable customers ranked by:

Total revenue generated

Number of jobs completed

Engagement frequency

Using Customer Data

Retention Focus - Identify at-risk customers before they churn

Value Recognition - Prioritize high-value account relationships

Growth Opportunities - Spot patterns in successful customer onboarding

Navigate to Analytics → Customers to view customer-focused metrics.

Customer KPIs

New Customers - Accounts created in date range

Returning Customers - Repeat business customers

Retention Rate - Percentage of customers with repeat orders

Average CLV - Customer lifetime value

Cohort Analysis

The cohort chart shows:

Customer acquisition by month

Retention percentages at 30, 60, and 90 days

Long-term customer engagement trends

Top Customers Chart

View your most valuable customers ranked by:

Total revenue generated

Number of jobs completed

Engagement frequency

Using Customer Data

Retention Focus - Identify at-risk customers before they churn

Value Recognition - Prioritize high-value account relationships

Growth Opportunities - Spot patterns in successful customer onboarding

For Your Customers

For Your Technicians

For Your Business

Customer Analytics

For Your Customers

For Your Technicians

For Your Business

Customer Analytics

Customer KPIs

Cohort Analysis

Top Customers Chart

Using Customer Data

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Customer KPIs

Cohort Analysis

Top Customers Chart

Using Customer Data

Was this article helpful?

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