Please Note: AskTreez Product Update - Customer Referral Source & Customer Overview Dashboard contain important updates and information to help you better understand this dashboard. 

The Customer Overview Dashboard lets you easily visualize customer demographic data, the frequency of their visits, and customer spending habits and patterns. 

Skip to:

• How This Dashboard Can be Used
• Metric Cards Explained

_________________________________________________________________________

How This Dashboard Can be Used

• View recent customer spend and visit habits based on their recorded gender and age
• Pinpoint trends in customer spending
• See the effect different referral sources have on customer spending patterns

_________________________________________________________________________

Metric Cards Explained

Total Customers 

When no filter is selected, this value captures the total number of customers that have ever purchased at your store. If you filter using the Customer Sign Up Date Range, this will display the count of customers that signed up during the date range. If you filter using the Customer Last Visit Range, this is the total count of customers who last visited during the date range.

Whenever a customer’s profile is edited to have the same First Name, Last Name, Date of Birth, and Driver's license number as an existing profile, we will consider these two profiles to be the same customer and reduce the 'Total Customer' count.

__________________________________________________

One Time Customers 

This captures the number of customers who have only visited once over the selected date range, regardless of which filter (Sign Up Date or Last Visit Date) is used.

__________________________________________________

Returning Customer Counts

This provides a count of all customers that have visited more than once during your selected time period. 

__________________________________________________

Customer Average Visits

This heat map shows the average number of times a customer visits based on their recorded gender and age group. 

__________________________________________________

Customer Average Lifetime Spend

This heat map shows the average lifetime spend based on the customer's recorded gender and age group. 

__________________________________________________

Customer Source

This line graph shows the count of customers coming from different referral sources week over week.

__________________________________________________

Customer Source Treemap

Shows the total count of customers from different referral sources. 

__________________________________________________

Customer Lifetime Mix

This grid shows the most popular product type mixes for customers based on their visit count and their demographic data. 

• Gender: This shows the customers gender
• Age Group: Shows the customer’s age group
• First, Second, & Third Visit Mix: This shows what the average customer’s product type visit mix looks like. 
• Most Frequent Mix: Shows what product type(s) appears the most in their visits. 
• Lifetime Spend: This shows what the lifetime spend is for customers who fall into these categories. 

__________________________________________________

Customer Count by Age And Gender

This heat map shows the distinct count of all customers who entered your store by Gender and Age Group. 

__________________________________________________

Average Days Between Visits

Shows the average days between visits among all customers. 

__________________________________________________

Average Visit Time (Minutes)

Shows the average visit time of all customers.

__________________________________________________

Average Checkout Time (Minutes)

Shows the average checkout time of all customers. 

back to top

_________________________________________________________________________

Other Resources:

AskTreez Product Update - Customer Referral Source

AskTreez: Understanding Customer Definition and Calculation on The Customer Overview Dashboard- NEW