Best Practices

• Always

  Analyzeconstruct Visitreports Intervals:using the standard three-panel workflow consisting of Organize Rows By, Select Table Data, and Filter By. 

• Use the IntervalsOrganize ChartRows By panel first to understanddesignate the primary fields that will group your naturaldata customerinto purchasethe cycle.first Thiscolumns. insight is crucial for timing your re-engagement (e.g., "We miss you") and promotional campaigns effectively.

• Select

  Monitorspecific Repeatquantitative Visit Rate: The percentagemetrics in the CustomerSelect VisitsTable FunnelData (from Visit 1panel to Visitevaluate 2)against isyour arows. key

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• Apply metricdate ranges or conditions in the Filter By panel to narrow down your dataset and target relevant information. 
• Preview your configuration live by clicking Generate Report before saving. 
• Click Save Report to store layout configurations for yourfuture business. A lowreuse or decliningongoing rate may indicate issues with your product, pricing, or post-purchase experience.

• Identify Seasonal Trends: Use the Customer Visits Count chart to identify months with a high volume of "First Visits" (a good time for acquisition campaigns) versus months with strong "Repeat Visits" (a good time for loyalty campaigns)scheduling.

• Drill Down into Sales Data: If you see an unusual pattern (e.g., a sudden drop in repeat visits for a specific month), switch to the Customers Sales tab to investigate the specific transactions that occurred during that period.