Best Practices

standard three-panel workflow consisting of Organize Rows By, Select Table Data, and Filter By. 
• Apply
date 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 future reuse or ongoing scheduling.

Business Goal	Recommended Action & Report Tab
AlwaysIdentifying constructVIPs reportsfor usingSpecial theRewards	Use the OrganizeMonetary Rows By panel firsttab to designateidentify the primarythreshold fields that will groupfor your data"Top into1%" and "Top 5%" spenders. Create a targeted segment for these users to receive exclusive early-access sales or VIP perks.
Optimizing Win-Back Campaigns	Review the firstRecency columnstab to see when the majority of your customers drop off. If there is a massive spike at the "4-6 Months" mark, trigger an automated win-back discount at month 4 to prevent churn.
Timing Replenishment Emails	.Analyze the Intervals tab to find the most common timeframe between purchases. If most users return "Between 1 and 2 months," schedule your post-purchase product recommendations to send at the 30-day mark.
SelectMeasuring specificRetention quantitativeMarketing metricsHealth	Check the Customer Visits tab month-over-month. A healthy business should see the blue "Repeat" segments in the Selectrevenue Tablechart Datagrowing panelsteadily toover evaluatetime, againstindicating yourstrong rowsretention..