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      Customer Insights

      The Customer Insights report provides a comprehensive overview of the effectiveness of customer-chasing efforts, offering vital statistics about chasing performance.

      Last updated: August 23, 2024

       

      Customer Insights report

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      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. 

      image142Search

      Use the search bar to search for a specific customer.

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