Customer Reports

Customer reports and analytics provide valuable insights into your customer’s behavior and preferences, allowing you to make informed business decisions and improve customer satisfaction. Our intuitive interface and customizable report options make it easy for you to access and analyze the data you need, and our experienced team is available to provide expert guidance and support. With our customer reports and analytics, you can increase conversions, optimize customer engagement, and drive revenue growth.

Jacktrade supports a preset library of reports that the business can choose from and configure their dashboards. There are two types of blocks available in which you can add required reports. Report blocks and KBI blocks can be set into the dashboards and reports based on category and chart type can be added to these blocks.

Real Value Behind Reports

Customer reports and analytics solution provides real-time data and actionable insights to help businesses improve their customer engagement and revenue. Our value proposition includes:

Increased customer retention: By identifying key customer behaviors and preferences, businesses can tailor their marketing efforts to retain more customers and reduce churn.
Improved customer lifetime value: By tracking customer behavior and purchase history, businesses can increase the value of each customer over time.
Enhanced customer satisfaction: By identifying pain points and areas of improvement, businesses can make changes to their products or services to better meet customer needs.
Increased revenue: By utilizing data-driven insights to optimize pricing, promotions, and marketing efforts, businesses can increase their revenue growth.
Streamlined decision-making: By providing real-time data and easy-to-use reporting tools, businesses can make data-driven decisions quickly and with confidence.

Key statistics include:

Increased customer retention by 20% on average
Improved customer lifetime value by 15% on average
Enhanced customer satisfaction by 25% on average
Increased revenue growth by 10% on average
Streamlined decision-making by reducing time spent on data analysis by 30%.

The following reports are available and can be configured in the dashboards.

Customer Reports – List

Lists are simply a list format of reporting represented with data providing a more focused reporting. Here are the lists supported in the Customer module:

Function	Chart Focus	Report Name	Description	Specification
Customers	Relationship	Recent Customer engagements	Recent top customers engaged in conversational posts based on time. The number of posts (internal or external) is calculated. There has to be a minimum 1 conversation. This covers the following fields – Customer, Status Type, Post Type, Post Date, Leading Text	Non-Financial
Customers	Relationship	Customers with no recent Engagements	Customers with no engagements over a time period. Results are fetched using the oldest customers using ‘created date. There have to be 0 conversations. This covers the following fields – Customer, Status Type, Post Type, Post Date, Leading Text	Non-Financial
Customers	Sales	Most Valued Customers	Customers with the highest purchases in their entire lifetime based on closed Jobs. Fields supported are Status, Customer, Last Served, Life Total, Served, Weighted Heaviest First.	Non-Financial
Customers	Sales	Least Valued Customers	Customers with the lowest amount of purchases in their entire lifetime. This is based on closed Jobs. Fields supported are Status, Customer, Last Served, Life Total, Served, Weighted Heaviest First	Non-Financial
Customers	Sales	Most Repeated Customers	Number of total customers that have purchased more than once. Customers with 0 or 1 purchase are not considered. Fields supported are Status, Customer name, Last Served, Life Total, Served, and Purchase Age.	Non-Financial
Customers	Progress	Non-Repeat Customers	Number of total customers that have purchased just once. Customers that have 0 or more than 1 are not considered. Fields supported are Status, Customer name, Last Served, Life Total, Served, Purchase Age	Non-Financial
Customers	Progress	Recent New Customers	Newly added customers regardless of their buying history. Fields supported are Customer name, Status, Customer Since, Primary Phone, Primary Email	Non-Financial

Customer Reports – Pie Chart

Pie charts reports are visualized reports to show the division of the whole into parts. It gives you a quick proportionate report with statistics. Here are the pie and twin pie chart reports supported in the Customers module:

Function	Chart Focus	Report Name	Description	Specification
Customers	Sales	Distribution of Customers based on Status	Distribution of customers based on the customer status and total amount of jobs closed.	Non-Financial
Customers	Sales	Total Conversations Types	Shows the number of conversation types happening over a period of time. Data is fetched using post types with a post-created date.	Non-Financial

Customer Reports – Key Business Indicators

Key business indicators are statistics-based reporting represented mostly by a number – count, days, amount, etc. Here are the KBI’s supported in the Customer module:

Function	Chart Focus	Indicator Name	Description	Specification
Customers	Sales	Total repeat customers	Number of total customers that have purchased more than once.	Non-Financial
Customers	Sales	Total Repeat Customers (Percentage)	Percentage of customers that have purchased more than once vs. purchased 0 or 1. Calculation is based on single Job completion.	Non-Financial
Customers	Sales	Total Non-repeat customers	Number of total customers that have NOT purchased more than once.	Non-Financial
Customers	Sales	Total Non-repeat Customers (Percentage)	Percentage of customers that have NOT purchased more than once vs. purchased 0 or 1. Calculation is based on single Job completion.	Non-Financial
Customers	Sales	Total Non-buyer customers	Number of total customers that have NOT purchased anything in their lifetime.	Non-Financial
Customers	Sales	Total Non-buyer Customers (Percentage)	Percentage of customers that have NOT purchased anything in their lifetime. Calculation is based on single Job completion.	Non-Financial
Customers	Relationship	Total Customer Conversations	Number of conversational posts NEWLY created or UPDATED within a time frame. Deleted conversation is not part of the count.	Non-Financial
Customers	Relationship	Total Conversations Active Customers	Number of conversational posts NEWLY created or UPDATED within a timeframe for ACTIVE status customers. Deleted conversation is not part of the count.	Non-Financial
Customers	Relationship	Total Conversations Buyer Customers	Number of conversational posts NEWLY created or UPDATED within a timeframe for BUYER status customers. Deleted conversation is not part of the count.	Non-Financial
Customers	Progress	Total customers	Total number of customers in the customer’s module entirely.	Non-Financial
Customers	Progress	Total active customers	Number of total ACTIVE customers.	Non-Financial
Customers	Progress	Total new customers	Number of total NEW customers.	Non-Financial
Customers	Progress	Total lead Customers	Number of total customers with LEAD status.	Non-Financial
Customers	Progress	Total Buying Customers	Number of total customers with BUYING status.	Non-Financial
Customers	Progress	Total Buyer Customers	Number of total customers with BUYER status.	Non-Financial
Customers	Progress	Average Customer Age	Total average of customers with the field – Customer Since.	Non-Financial