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      myEDITED: How Do I Use Customers > Insights?

       

      This article explains: 

      • What the six weekly reports in Insights are.
      • How to access an Insights Summary Report.
      • How to read Insights Reports.
      • How to edit tables in Insights Summary Reports.

       

      Clicking Insights in the Customers navigation opens Insight Summary within EDITED Omni.

       

      Insight Summary provides an overview of and quick access to six reports to help your business understand and improve key performance areas. Each report analyzes week-by-week customer behavior, which is dynamically generated on a weekly cadence for each customer segment.

       

      By default, you will be analyzing All Customers. You can customize your view analyze a specific customer segment.  

      • Watch the GIF to see how to change your Customer Segment.

       

      There Are Six Weekly Reports In Insights

       

      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 Can I Access An Insight Summary Report?

      The Insight Summary provides top-line information on six reports from Customer Weekly Activity. Click the title to view the full detailed report.

      • In this GIF we take a closer look at the Segment Comparison report.

       

      How Do I Read My Report?

      In the Segment Comparison Report, you’ll access metrics and visuals to deepen your analysis of customer segments. The other reports work in the same way.

      • Follow the interactive tutorial below to learn how to read an Insight Report.

      16 STEPS

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

      Step 1 image

      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.

      Step 2 image

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

      Step 3 image

      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.

      Step 4 image

      5. Click Customers (A)

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

      Click Sales.

      Step 6 image

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

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


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

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

      Click Product Profit (A)

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

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

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

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

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      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.

      Step 15 image

      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.

      Step 16 image

      Here's an interactive tutorial

      ** Best experienced in Full Screen (click the icon in the top right corner before you begin) **

      https://www.iorad.com/player/2520078/Customer---Insights---Insight-Summary--Reading-Your-Report

       

      How Do I Edit The Table In My Insight Summary Report?

      From Settings, once you click Edit Grid you can:

      • Add or remove metrics to tailor analysis.
      • Apply filters for a more focused dataset.
      • Sort columns to quickly surface key insights.

       

       

      Aside from Segment Comparison, every report will give you the option to change the view of the graph. 

      • Click the Select View dropdown to change the view.