Tutorial: How Do I Read & Customize Customer Insight Summary Reports?

16 STEPS

1. In this tutorial you will learn how to read and customize your report.

2. The Segment Comparison Report lets you compare key customer segments across top KPIs, helping you identify the most valuable segments for achieving your objectives.

3. The highlighted box shows that the top profit customer segments generated an ATV of $213.78—1.80 times the average customer.

4. A bar chart visualizes one or two metrics. Using the metric dropdown, you can choose from any table metrics listed below, with the default view enabling flexible comparisons.

5. Click Customers (A)

6. You will be given 7 metric options to choose from.

Click Sales.

7. From this view, we can quickly see that new customers generated the highest sales that week.

8. Hover over New Customers to see a pop-out with the exact sales figures for this segment.

9. Click Select Addtl. Metric to add another metric to your chart.

10. You will be given 7 metric options to choose from.

Click Product Profit (A)

11. The dotted line that overlays the bar chart allows you to view Sales and Product Profit metrics together in a single visualization.

12. Hovering over New Customers will display a pop-out showing results for both selected metrics.

13. To remove the metrics you have applied to your bar chart, click Product Profit (A).

14. Click No metric to remove the metric from your chart.

15. The data table provides additional metrics for each customer segment and lets you adjust which segments appear in the graph visualization by ticking or unticking the customer segments.

16. You can add more metrics and filters to customize your table view

Click Edit Grid to make these changes from your configuration settings.

You have now completed the tutorial.