What this report does
Customer and Growth Insights is the customer-focused view of the reporting area. It brings customer counts, activity, revenue, and package performance together so you can see how the customer base is changing. The page includes summary cards and visual trends. The exact figures depend on the data in your account and the date range selected in the dashboard.When to use it
- Check whether the customer base is growing.
- Look for changes in customer activity or revenue.
- Compare package performance from a customer perspective.
- Use the results as a starting point for retention or sales follow-up.
Dashboard widgets
- Customer growth overview: Shows the key customer growth figures calculated from the account data.
- Customer growth trend: Compares new and active customers across the available time periods.
- Customer performance: Ranks customers by active orders, monthly recurring revenue, booked order value, and customer start date.