Reports
Customer reports
New versus repeat customers, referrals, and the customers and accounts worth the most to you.
- 1 min read
- Checked against MoveBoard
- For owners & admins
The Customers area of Reports:
| Report | What it tells you | The dates are |
|---|---|---|
| New vs. Repeat Customers | How much business comes from new customers and how much from returning ones. | booked moves by their move date |
| Referral Performance | Customer and partner referrals: leads, bookings and conversion. | leads by the day they came in |
| Customer & Account Value | The customers and accounts bringing the most bookings and revenue. Needs Can see Income Report. | booked moves by their move date |
Click a figure to see the orders behind it. Archived orders are left out.
Related guides
- ReportsRead a reportPick the period and what to compare with, narrow it with filters, read the figures, chart and table — and click any number to see the orders behind it.
- ReportsSales reportsLeads, conversion, the funnel, the pipeline, lost leads, response time and each salesperson's numbers — the eight Sales reports.
- ReportsMarketing reportsWebsite visitors, campaigns and sources, and what each lead and booking costs you.
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