Point of Sale Solution Back Office Customer Analytics
Description
What's in this article?
Customer Analytics reports helps you monitor business performance based on customer activity, such as frequent visits, purchasing behavior, and top spenders. Understanding customer data provides valuable insights into business trends and supports more informed decision-making.
Reports can be downloaded and saved in Excel format.
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- This video covers how to review and download customer analytics in the Point of Sale Solution Back Office.
- To review the different customer analytics reports, click Customers in the menu, then Analytics.
- Available reports include Frequent Visits, Sales Insights and Top Spenders.
- The Frequent Visits report shows customer activity within a selected timeframe based on the specified range of Minimum visits and Maximum visits.
- Click Run report to filter for customers who fit your criteria. You can also download the report to keep for your own records.
- The Sales Insights report lists customers who, during a selected timeframe, purchased a specified product. If you select multiple products, you can further refine your search to include customers who purchased any or all of the selected items.
- Click Run report, to filter for customers who fit your criteria. You can also download the report to keep for your own records.
- The Top Spenders report identifies customers who made the highest number of purchases during a selected timeframe.
- Click Run report to filter for customers who fit your criteria. You can also download the report to keep for your own records.
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Frequent Visits
The Frequent Visits report shows customer activity within a selected time frame. By choosing a date range and defining minimum and maximum visit counts, the report identifies customers who meet your criteria. This insight can help you recognize loyal customers and create targeted marketing campaigns with personalized offers.
- In the Point of Sale Solution Back Office, select Customers > Analytics > Frequent Visits.
- Select a preset visit date range or select Custom Range from dropdown menu. Click Apply.
- Enter the minimum and maximum number of visits to include in the report.
- Click Run report.
- Click Download.
Sales Insights
Sales Insights report identifies customers who have purchased specific products during a defined time period. For example, you can run a report to see customers who purchased eggs, bread, and milk—either any of those items or all of them.
- In the Point of Sale Solution Back Office, select Customers > Analytics > Sales Insights.
- Select a preset date range or click Custom Range to define your own. Click Apply.
- In the Select items field, begin typing the product name and select it from the populated list. Add multiple products, as needed.
- Refine the report by selecting a Purchase type:
- All selected items: Customers who purchased all of the items selected
- Any selected items: Customers who purchased any of the items selected
- Click Run report.
- Click Download.
Top Spenders
The Top Spenders report displays customers who have spent the most during a selected time period, helping you identify high‑value customers.
- In the Point of Sale Solution Back Office, select Customers > Analytics > Top Spenders.
- Select a preset date range or click Custom Range to choose a custom one. Click Apply.
- Click Run report.
- Click Download.
