This dashboard gives you a detailed insight into customer purchasing patterns and behaviours over a specific period. You can use this data to monitor key customers, track sales trends, and identify churn risk for better customer management.
Table of Contents:
Using Filters in the Customer Behaviour Dashboard
The Customer Behaviour Dashboard includes several filters to help you refine the data you’re viewing, such as date ranges, account manager, region, and GST settings. By applying these filters, you can tailor the dashboard to focus on specific customer behaviours, sales trends, or regions.
For a detailed explanation of each filter and how to use them, click here.
Period on Period Sales Comparison
This chart allows you to compare sales for the current period with the previous week. It’s broken down by "Placed On Date", providing a visual representation of how sales have fluctuated.
The blue bars represent the sales for the current period, while the orange bars show sales for the previous week.
This view helps you understand whether sales are trending up or down compared to the previous period.
Placed by Type
This section breaks down the types of orders placed over time:
Placed by Customer (light orange) represents manual orders placed by the customer.
Standing Orders (dark orange) shows recurring orders that are automatically placed.
This bar graph helps you understand what percentage of orders are proactive customer orders versus standing, recurring ones.
Top Customers
The Top Customers table shows the highest-ordering customers for the selected period. The key metrics provided here include:
Orders – The number of orders placed by each customer.
Average Revenue – The average revenue per order.
GMV INC. GST – The gross merchandise value, including GST, generated by the customer.
Total Cost Sum – The total cost of products ordered by each customer.
Use this table to identify key customers driving the most sales during the given time frame.
Customer and Product Matrix
The Customer and Product Matrix table provides a detailed breakdown of which customers purchased specific products, including:
Sales Total INC. GST – Total sales value for each product.
Sales Quantity – Number of units sold for each product.
This matrix helps you track which products are most popular among your customers, allowing for more informed inventory and sales strategies.
Customer Distribution Map
The Customer Distribution Map visually represents where your customers are located.
The shading on the map indicates the GMV INC. GST, with darker areas showing higher sales. As you move around the map you can see each individual customers and the number of orders.
Selecting a customer will provide you will drill in options where you can drill in further.
Customer Watch List
The Customer Watch List helps you keep track of customers who may be at risk of churn. It includes:
Churn Status – Customers are flagged as ‘Churn Risk’ or ‘Late’ based on their purchasing behaviour.
Average Inter Purchase Interval – The average time between purchases for each customer.
Time Since Last Ordered – Shows how long it’s been since the customer’s last order.
Last Ordered At Date – The date of the customer’s last order.
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