Digital/Omni: How Do I Use The Customer Weekly Activity Reports?

 

The Customer Weekly Activity Reports tool consists of six reports. It aims to optimize your businesses’ customer strategies by analyzing customer segments' behavior weekly.

How to Navigate to the Customer Weekly Activity Reports

• Select Insights from the left-hand navigation panel. 
• Click Customer Insights.
• Select Weekly Activity.

 

How to Use Customer Weekly Activity Reports

The homepage of the Customer Weekly Activity Reports shows six reports. Each report tile includes a key takeaway or metric that highlights a driver or outlier in weekly customer behavior or performance across customer cohorts, segments, and types compared to the average customer. 

• Segment Comparison: Compare key customer segments against top KPIs to help determine which segments are most valuable to driving objectives measured by different metrics.
• Purchased Products: Identify products, categories, and brands with which customers from each of your segments engage.

• Selling Locations: Identify the most popular and profitable selling locations across customer segments.

• Marketing Channels: Identify the most popular and profitable digital marketing channels and marketing channel-product combinations across customer segments.

• Applied Promotions: Identify promotions applied across members of your customer segments.

• Recent Cohort Activity: Identify which weekly cohorts of customers are most valuable.

 

How to Use the Customer Weekly Activity Reports

The Graph

To get further details and analysis on these reports, 

• Click on the tile title, e.g., Segment Comparison.
  
  

 

You will then be taken to a different page showing a graph and a table. 

The X-axis will segment specific customer segments. 

The Y axis will combine two metrics; these can be changed. 

• Click the two dropdowns at the top of the graph to change the metrics. 
  
  

 

Aside from Segment Comparison, every report will give you the option to change the view of the graph. For example, please look at the Purchased Products report graph split by Brand and not Product Category. 

• Click the Select View dropdown to change the view.
  
  

 

The Table

The table at the bottom includes more data and metrics for each customer segment and allows you to change which segments are included in the graph's visualization. 

• Tick the checkbox of the segments you wish to include in the graph. 

The table is customizable to add filters, change, add or remove the metrics, and sort. 

 

Amend Metrics

• Click Edit Grid on the right-hand side of your Customer Weekly Activity table.
  
  

• Click Add Metric.
  
  

• Click on any additional metric or field, e.g., Available SKUs. Click the metric of choice.
   

• Click Add once you have selected all additional metrics.
  
  

• Click Apply once you have made changes and want to return to the Customer Weekly Activity Report. 
  
  

 

To delete a metric; 

• Click the X icon next to the metric itself. 
  
  

 

Adding Filters

• Click Edit Grid on the right-hand side of the table section of the Lifetime Behavior report.
• Scroll to the Filter section, and click Add filter.
  
  

• Click the first dropdown to select a metric, e.g., Customer Segment.
• Click the second dropdown to select a rule, e.g., Is 
• Click the third text box to add the specific filter criteria you want to apply, e.g., Churned.
• Click Add Filter to save.
  
  

 

Sorting The Table 

The sort functionality allows you to sort columns Ascending or Descending. 

• To sort on a column, click the dropdown menu in an individual column.
• Select either Sort Ascending or Sort Descending.