Customer Extended Lookup Form > Analysis tab

Analysis Tab

•The Analysis Tab offers advanced reporting and data summarization:

•Summary Reports: Generate summaries of customer data for quick insights.

•Pivot Grids: Use flexible pivot grids to analyze data dynamically.

1. Accounts Opened Each Year

Use Case: Track customer acquisition trends over time.

2. Employee Pipeline Information

3. All clients that opened an account but did not buy anything (e.g web clients)

•How to Generate

•Filter the First Invoice Date column to show customers where the value is Null.

•Use the Customer Contact Lookup to filter by Last Purchase or Days Since Last Purchase.

•Ensure the customer has an email address for follow-up actions, such as sending promotional vouchers.

Additional Report: Identify active clients who did not make a purchase this month by filtering for active customers with no transactions in the current month.

4. New Customers - Analysis tab use first invoice date

•How to Generate

•Use the First Invoice Date column in the Analysis Tab to filter for customers with recent first purchases.

•Use Case: Identify and engage new customers for retention strategies.

5. Number of new customers per year