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Customer 'Insights' - How can I see how much a customer has spent with me?

Get quick insights into your customer's sales history.

Written by Stephen O'Hara

Within the customer profile page, you can click on the 'Insights' tab to view a quick reference to the client's sales-history within your business.

Here you can see a quick glimpse into your customer's average sale value vs your company-wide average sale value. You can see the client's total sale values broken-down by the service/product categories they have purchased.

Scrolling down, you can also see the revenue broken-down by the user(s) that created the customer's quote originally (often admin and sales staff). Lastly, you can hover your mouse over the revenue pie-chart to see the customer's total revenue in comparison with your total company revenue.

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