Overview information

Basic data visualization dashboard.

1. Introduction

Overview is a free module. It is a basic business dashboard to see the evolution and the performance using the time window needed. You can navigate through the different horizontal tabs. Use the button on the top-right corner to change the time window.

2. Customer KPIs

These are the concepts for each KPI:

• Active clients: Number of records with purchases identified in the period of time analyzed. All active customers have made at least one purchase in the analyzed period.

• Ticket Number: Total number of customer tickets analyzed during the established period of time.

• Total Revenue: Total sales volume of the customers analyzed during the established period of time.

• Tickets by Client: Average number of tickets per customer during the analyzed period.

• Average Ticket: Average ticket of the clients analyzed during the established period of time.

• Expend by Client: Average total spending per customer during the analyzed period.

• Average Recency: Average of the number of days elapsed since the last purchase of the customers analyzed during the established period.

• Average days between purchases (TBP): Average of the number of the days elapsed between the distinct customer purchases. This KPI needs minimum two purchases to be calculated. Time between purchases.

• Lifetime Value average (LTV): Average customer lifetime value using the customer lifecycle and the artificial intelligence prediction model.

3. Data visualization

Use the differents tabs to navigate throw all customer information. These are the information tabs:

1. Overview

The first section for this tab are the main KPIs results for the selected time window.

The second section for this tab is the executive summary. The executive summary is automatically generated and can be used on your business reports.

2. Evolution

Customers, revenue, number of orders and average ticket evolution.

Also you can get all the data in a table format to work on your own with this information.

3. Purchase moment

Get the average distribution of the number of tickets between the different days of the week and distributed by hours.

4. Top products

Get the top 100 revenue, units sold, customer repetition and unique buyers products. You can use the table on your own.

You can use the table on your own.

5. CLV Distribution

See how the active customers on the selected time window are distributed by the Customer Lifetime Value segments. You can see the complete information on the CLV module.

6. GDPR

Volume of customers who have agreed to receive commercial communications. This information must be ingested in the subscribed field of the client. Remember that you can only send commercial communications with those customers and registries that have agreed to receive commercial communications.

7. Demographic

• Age distribution: Number of customers grouped by age groups. If you want to group by different bands you can create the segments in the segmentation section.

• Stores distribution: These are the stores or sales channels with the greatest weight among the customers analyzed during the selected period. Below is the number of customers for each of the stores or sales channels.

• Cities distribution: These are the cities with the greatest weight among the clients analyzed during the selected period.