Customer Profiles

The Customer Profiles dashboard gives you a 360° view of your customers, combining order behavior, engagement metrics, and detailed invoice data in one place. It helps you understand not just how much customers are buying, but how they interact with your webstore, how often they return, and which products or sales reps drive their activity.

Whether you're looking to improve retention, tailor your outreach, or investigate account performance, this dashboard gives you the insights to act with confidence.

Overview

The Overview tab gives you a detailed snapshot of customer behavior across sessions, orders, and engagement.

You can explore:

  • Total revenue and average order value.

  • Order trends over time.

  • SKUs per order and basket behavior.

  • Channel split (online vs. offline ordering).

  • Product group breakdowns and account-level engagement.

You can also drill into key customer-level indicators such as last login, abandoned baskets, days between orders, and assigned salesperson.

It’s your go-to view for evaluating customer health and identifying high-potential or at-risk accounts - whether you’re in sales, marketing, or customer success.

How KPIs Are Defined

  • Revenue: Total revenue, including tax per order line.

  • Orders: Number of total orders.

  • Average Order Value: Revenue per order.

  • SKUs per Order: Average number of items per order.

  • Sessions: Total number of sessions by the customer.

  • Customer Name / Salesperson: Filter options for customer-specific views.

  • Shop Accounts: Number of accounts linked to this customer.

  • Days Since Last Order: Days since the customer’s last purchase.

  • Days Between Orders: Average order frequency.

  • Abandoned Baskets: Number of baskets created but not completed.

  • Last Login: Most recent login activity.

Invoice Details

The Invoice Details tab gives you full visibility into every posted invoice, including what was ordered, when, by whom, and in what quantity. You can trace revenue down to specific product lines, currencies, and individual invoice documents.

This tab supports backend functions like:

  • Handling invoice disputes.

  • Auditing specific orders or prices.

  • Supporting replenishment and inventory planning.

  • Analyzing product-level profitability.

It’s your go-to view for getting clarity on the "what, when, and how much" behind each transaction - ideal for finance, operations, and service teams who need accurate, invoice-level data.