Only delivered orders count. Revenue is the order total less refunds, and gift card sales are left out. A customer is an account: point of sale walk-in sales are not customers. An exchange's replacement order adds revenue but is not counted as an order.
Tiles for the date range
The date range (1) opens on 90 days. Shops with more than one location also get a location filter. The range changes these tiles (2) only:
Tile
Meaning
Customers in the period
Customers with an order in the range, and their order count
Repeat rate
The share of them with 2 or more orders in the range
Orders per customer
Orders ÷ customers
Median days between orders
Days from a customer's previous order to each order in the range
Average first order / Average repeat order
Average revenue of first orders and of later orders in the range
Figures over all your history
Cohorts by first order month: one row per month for the last 12 months. Month 0 is the month of the first order. Switch (3) between Customers, the share of the cohort that ordered in each month, and Revenue.
Lifetime value to date: average revenue per customer. The next three tiles give the value in a customer's first 90, 180 and 365 days, over customers who started at least that long ago.
Top customers by lifetime value: the top 25. The owner and Shop Managers can select a name to open the customer.
RFM segments
Each customer gets three scores from 1 to 5, compared with your other customers: recency (last order), frequency (number of orders) and money (revenue).
Segment
On-screen description
Champions
Bought recently, often and the most
Loyal
Buy regularly
Potential
Recent customers with a few orders
New customers
First order was recent
At risk
Used to order, but not lately
Can't lose
Your big spenders, gone quiet
Hibernating
Low activity for a long time
Lost
Not seen for a long time and bought little
The table gives each segment's Customers, Share, Revenue and Revenue per customer. To target a segment, see Save a segment as a customer group.
Download CSV
Three tables have a Download CSV link: cohorts (4), segments, and top customers (5). The top customers file holds up to 5,000 customers. Phone and Marketing consent are in it only for the owner and Shop Managers.
Good to know
"Figures are refreshed every 10 minutes." The last calculation time is at the bottom of the page.
"No delivered orders yet." shows until your first delivered order from a customer account.