Accessing and Understanding the Reports

Access and Filter the Report

Step 1: Navigate to the Report

FromNavigate theto mainAnalytics> menu, click on Reports Dashboard and then select >Customer Visits from the sub-menu.

Step 2: ApplyNavigating Filtersthe Dashboard Tabs

AtThe thereport topis divided into five distinct tabs to give you a 360-degree view of theyour report,customer youbehavior.

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1. findCustomer filtersVisits toTab

customize

This section quantifies purchase frequency by splitting your data.data Theinto two mostcategories: importantFirst are:(initial acquisitions) and Repeat (returning customers with multiple transactions).

• Dates:Date Filter: TheUse timethe perioddate youselector wishat tothe analyzetop left (e.g., "Previous 123 months"months or this month) to isolate specific timeframes.

• Customer Visits & Revenue Charts: These stacked bar charts compare the volume and monetary value of First vs. Repeat customers month-over-month.

• Customer Visits Funnel: This chart visualizes customer drop-off rates, showing exactly how many customers convert from their first visit to their second, third, fourth, and beyond.

2. Monetary Tab

The Monetary tab breaks down the financial value of your customer base over the last 365 days.

• Top KPIs: Instantly view high-level metrics across the top, including Repeat Customer %, Repeat Sales %, Sales Per Customer, and Visits Per Customer.

• MaxMonetary Visits:Segmentation: The pie charts segment your audience into spend brackets (e.g., Top 1%, Top 5%, Bottom 50%). This filterhelps controlsyou theeasily depthidentify what portion of theyour Customerrevenue Visits Funnel. In the example, "5" is selected, so the funnel will show the drop-offcomes from Visityour 1highest throughspenders Visitversus 5.your general audience.

3. Recency Tab

The Understanding the "Customer Visits" TabRecency

This tab provideshelps you understand how long it has been since your customers last made a visual overview of your customers' visit frequency and repeat behavior. It typically contains three main charts:

A. Customer Visits Count

This stacked bar chart displays a month-by-month breakdown of your total visits, split into two key groups:purchase.

• FirstRecency Visits (Blue):Buckets: TheseHover areover newthe customerspie makingcharts theirto veryview firstdetailed purchase. This is a key indicatorbreakdowns of your customer acquisitioncounts success.and total sales across specific timeframes (e.g., 1-3 Months, 4-6 Months, 12+ Months).

• Repeat Visits (Yellow):Insight: TheseA arelarge returningpercentage customers.in Thisthe is"12+ Months" bucket indicates a keyhigh indicatorvolume of yourdormant customer retention and loyalty.customers.

How4. toFrequency Read This Chart:Tab In the example, August 2025 had the highest total visits (486.1k), with a healthy mix of new and repeat customers. February 2025 had the lowest visits (225.6k), but you can see that the proportion of repeat visits was still significant.

The B.Frequency Customertab Visits Funnel

This funnel visualizes yourillustrates customer retentionloyalty rateby betweengrouping visits.shoppers Itby showstheir thetotal percentagenumber of customers who return for a 2nd, 3rd, 4th visit, and so on, based on your "Max Visits" filter.

How to Read This Chart: In the example:visits.

• Visit 1:Buckets: The charts categorize your audience into 1, 2,946,250 customers3, madeor their4+ first visit.visits.

• Visit 2:Insight: OfCompare those,the 902,980Frequency returned(customer forcount) chart against the Frequency Sales chart to see how much of your overall revenue is driven by your most loyal (4+ visits) shoppers.

5. Intervals Tab

The Intervals tab tracks the average time that elapses between a secondcustomer's visit.consecutive Thisvisits.

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• 30.65%Interval Categories: retentionThe ratebar fromcharts visitshow the distribution of returning customers based on their return speed (e.g., Within 15 days, Between 1 toand 2.2 months, Between 6 and 12 months).

• Visit 3: 389,143 customers returned for a third visit, and so on.

This funnel is the most direct way to measure your ability to create a repeat customer.

C. Intervals Chart

This chart shows the average time it takes for customers to make a repeat visit. It breaks down the number of customers who return within specific timeframes.

How to Read This Chart:Insight: This data is crucialcritical for understandingtiming your naturalautomated purchaselifecycle cycle.campaigns, Insuch theas example,replenishment thereminders largest group of customers (over 250,000) returns "Between 1 and 2 months." This tells you that scheduling aor "we miss you" campaign around the 45-day mark would be highly effective, as it targets the largest segment of your audience at the exact time they are naturally thinking about repurchasing.offers.