Customer Insights

The Customer Insights report provides a detailed view of specific customer metrics within Chaser using 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.

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