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Metrics - Dashboards - Customers

Overview

The Customers section of dashboards contains customer focused dashboards.

Customers

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The Customers dashboard gives an overview of how new customers are being created and what types of customers exist in the system. It uses a Report date range filter (defaulting to 366 days) to support year-over-year analysis.

Created monthly

A stacked bar chart showing the number of new customers created per month, broken down by the channel or method through which the customer account was created. The segments are defined in the customer model definition

Use this chart to track the long-term growth of your customer base and understand which acquisition channels drive the most new accounts each month.

Created weekly

A stacked bar chart showing the same data as Created monthly but aggregated by week, using the same channel segments. The weekly view is useful for identifying short-term spikes related to specific campaigns or events.

Customer types

A donut chart showing the distribution of customer types among customers created within the selected report period. The segments are defined in the customer model definition.

All customers by type

A donut chart showing the distribution of customer types across all customers in the system, regardless of when they were created. It uses the same segments as the Customer types chart above, with the addition of:

Comparing this chart to the Customer types chart can reveal whether the broader customer base has a different type distribution than recently acquired customers.