The questions it answers

  • How many customers did I serve this month, and how many were new?
  • How many came back?
  • Which month's new customers stuck around best?
  • When are my busiest hours, and my quietest?
  • Which branch brings the most repeat customers?
  • Where do my customers live?

What's inside Insights → Customers

  • Lifecycle and RFM groups, with tap-through lists for roles allowed to see customers.
  • Retention grid: each row is the month customers joined, each column the months after. The current month is marked "so far".
  • Frequency: how many visits customers made in the period.
  • Value: spend per customer, lifetime value and top customers.
  • How they joined: which card or QR brought them in.
  • Where they're from: a map by town or city, region or country.

Numbers you can trust

Every figure says what it counts. Revenue is revenue recorded through loyalty cards, not your total till. Estimated figures (like VAT) are labelled estimated. Each page shows when the data was last refreshed, and days in the last 30 may still change if a sale is refunded.