Customer Insight Reports

Modified on Sat, 1 Feb at 12:01 AM

Get useful reports that show you important information about your customers. See how much each customer spends, where they come from, and more. These reports help you understand your customers better so you can make smart business choices and keep them happy.

To check these reports,

Login to your Markate account.

Click Reports
Scroll to Customers section
Here you will find these reports: Sales Summary by Customer, Jobs and Customers, Sales by Customers Groups, Sales by Customer Source, Tax paid by Customers, Customer Demographics, Customer Source, Customer Birthday, Customer Job Aging, Discount by Customer, Customers from Submitted Estimates
Click the Report you want to check out and let's understand how the data is being populated.

Sales Summary by Customer

Below is a report for payments grouped by customer filtered by payment date.

Payment Date filter: Select the duration from dropdown.
Customer: For a particular customer, all payments for selected duration are grouped and total is displayed.
Type: Residential Customer(R) / Commercial Customer(C)
Invoices Paid#: Number of Paid Invoices by the particular customer in the selected duration
Payments#: Number of Payments made by the particular customer in the selected duration
Total Sales: Total of addition of all payment amounts made by the particular customer in the selected duration
Total: Addition of Total Sales by all customers in the selected duration

Jobs and Customers

Below is a report for list of customers with a work order and invoice, filtered by job/service scheduled date.

Filter by Duration: Select from dropdown or custom dates, Customer Type: Select All Types, Residential or Commercial, Work Order Status: Select Status from dropdown
Customer Name, City, State, Zip are populated under respective columns.
Type: Residential Customer(R) / Commercial Customer(C)
Service Date: Date and Time when the Work Order was Scheduled
Service Type: Services mentioned under Work Order along with Work Order ID
Amount of Service: Grand total of the particular Work Order. If Paid,Invoice ID is also displayed against Work Order along with the Invoice status.
Total: Addition of Amount of Service by all customers in the selected duration

Sales by Customers Groups

Below is a report for payments number and total by customer group, filtered by payment date.

Filter by Duration: Select from dropdown or custom dates
Customer Group: It is the group you have attached with the particular customer.
Payments#: Number of Payments made by the particular customer group in the selected duration. (Note: A Customer group can have multiple customers)
Total Sales: Total of addition of all payment amounts made by the particular customer group in the selected duration
Total: Addition of Total Sales by all customer groups in the selected duration

Sales by Customer Source

Below is a report for total number and amount invoiced for residential and commercial customers, grouped by customer group and filtered by invoice date issued.

Filter by Duration: Select from dropdown or custom dates
Source: It is the Source from where the Customer has approached. Source is added on the Customer's information page.
Residential#: Number of Residential customers.
Residential Invoiced: Total Amount of Paid Invoices by the particular Residential customers belonging to this particular Source in the selected duration
Commercial#: Number of Commercial customers.
Commercial Invoiced: Total Amount of Paid Invoices by the commercial customers belonging to this particular Source in the selected duration

Note:

No Source: When the customers do not belong to any source, you can create a new customers' group by clicking 'Export to Customer group' which can be used for Marketing.

Tax paid by Customers

Below is a report for your fully paid invoices and total tax, grouped by customer and month and filtered by paid date.

Filter by Duration: Select from dropdown or custom dates
Month/Customer: Customers' names are displayed under the month of their payment.
Paid Date: When the payment was made.
Details: Invoice Id
Payment Method: The payment method selected for making the payment (Eg: Credit Card or Cash etc.)
Total Tax: Total of addition of all Tax amounts made by the particular customer in that month.
Total: Addition of Total Tax by all customer in the selected duration.

Customer Demographics

Below is a report for your customers grouped by city, state.

The Report shows the count of Customers belonging to the particular City, State. It also bifurcates between Residential and Commercial Count to get a clear insight.

Customer Source

Below is a report for your customers grouped by source, filtered by customer date created.

Filter by Duration: Select from dropdown or custom dates
The Report shows the count of Customers approaching from the particular Source during the selected Duration. It also bifurcates between Residential and Commercial Count.

Customer Birthday

Below is a report to see customers birthday for current or upcoming months.

Filter by- Month: Select any month or This month.
Filter by- Customer Type: Select Residential R, Commercial C or All Types
The Report fetches all the Customer names along with their details whose Birthday falls in the selected month.

Customer Job Aging

Below is a report for listing customers with last service date (last job) older than selected period.

Filter by- Job aging period: Select 3 months ago or any other from dropdown
Filter by- Customer Type: Select Residential R, Commercial C or All Types
Customer Name, Phone, Address, Type: All those Customers and their details are displayed for whom last service was done 3 months ago.
Last Service Date: Date when last service was done.
Work Order Number: ID of that last Workorder.

Discount by Customer

Below is a report to see discounts by customer.

Filter by- Duration: Select from dropdown or custom dates
Filter by- Customer Type (R/C): All Types
Customer Name, Type: Customer Name with their Type (Residential R or Commercial C) is displayed.
Invoices#: Number of Invoices created for the particular customer in the selected duration.
Items Total: Total of all selected items displayed on an Invoice.
Discount Total: Discount amount displayed on the Invoice.
Avg Discount%: Discount percentage displayed on the Invoice.

Customers from Submitted Estimates

Below is a report for listing customers from submitted estimates.

Filter by Duration: Select from dropdown or custom dates
Filter by- Customer Type (R/C): All Types
Customer, Type, Phone, Email, Address: Customer details are populated
Estimate#: Number of Estimates (along with their IDs) submitted to the particular customer in the selected duration.
Estimate Date: Date when the Estimate was Submitted to the Customer.
Total: The Amount displayed on the Estimate