The Customer Insights report provides a comprehensive overview of the effectiveness of customer-chasing efforts, offering vital statistics about chasing performance.
Last updated: October 04, 2024
Customer Insights report
Customer Insights provides a comprehensive view with the following columns:
- Customer name: Identifies the respective customer. Click this to navigate to the customer page
- Outstanding balance: The total amount currently owed by the customer.
- Oldest debt (days): The number of days overdue for the oldest outstanding invoice.
- Average days to pay: The average number of days after the due date it takes the customer to settle invoices within the last six months.
- Last payment date: The date of the customer's most recent payment on any invoice.
- Reply rate: The percentage of chaser emails the customer responded to within the last six months.
- Date of last reply: The most recent date when the customer replied to a chaser email.
Export
The report can be exported as a spreadsheet (.xlsx) by clicking Export.
Search
Use the search bar to search for a specific customer.
