Understanding your customers' activity is critical when it comes to determining areas to improve customer satisfaction, retention, and acquisition. But keeping track of these metrics can be tricky. Luckily for you, we've just added the ability to track these metrics in your Dashboard so that you always know what your customers have been up to.
A bit of background ✨
Syft's Customer section provides a comprehensive overview of customer interactions, revenue generation, and payment information. This data is essential for making informed decisions about sales growth, customer acquisition, and customer satisfaction, as well as managing cash recovery.
The Customer Activity subsection provides you with a different view of your customers, removing itself from the currency value of transactions and instead representing the number of interactions you have within your organization. It focuses on three key customer data points, namely:
How many of your customers are actively buying from you
How many new customers you have acquired
How many customers you have been able to retain
Now, you are able to add this customer activity data to your Dashboard just as you would other customer metrics, meaning that these metrics are right at your fingertips.
How does this work? 🧐
Simply click "Add card," select "Customers," and scroll down until you reach "Activity." Here, you will see all your customer activity metrics, including:
Recent customers - new customers listed by first invoice
New customers - total new customers for the period
Active customers - total active customers for the period
Top customers by sales - your biggest customers for the period
These metrics are valuable to keep on hand as they allow you to see where your sales and marketing efforts may be making an impact, where customer service or product quality may need to be improved for greater customer retention, and where you may want to find ways to keep customers coming back for more. It's also useful to know if there are certain customers whose business you have become reliant on so that you do not run into issues if they suddenly stop buying from you.
How can you view these metrics? 👀
As with other Dashboard cards, you can represent this data in the way that suits you best. You can choose the graph type, change the graph colors, navigate to the data source, duplicate the cards and change the time period for better comparisons, and drill down into transaction level detail to see the invoices behind each bar on your graph.
Closing thoughts 💭
With these new customer activity tracking capabilities in your Dashboard, you’ll have the insights you need to enhance customer satisfaction, boost retention, and attract new customers—all in one place. Log in now to explore the data and start making more informed decisions today!