Customer Insights Report
Paid plan required. Reports (Advanced) is available on the Lite plan and up. It is not included on the free Basic plan. View plans
Open the report
- Drawer → Reports → Customers.
- Choose a period.
- Review ordering patterns for customers who placed sales in that window.
For retention-focused metrics, open the Customer Retention Report on the same Advanced hub.
Not the same as “Customers Added” on the dashboard
The dashboard Customers Added KPI counts CRM customer records created. This report focuses on customers who ordered — different definitions on purpose.
