Dashboard: Cohort (First Order)

Table of Contents

1. 1. Navigating to the Cohort (First Order) Dashboard
   2. How to use the Cohort (First Order) Dashboard
   3. Cohort (First Order) Dashboard Components
   4. Unique Filters in Cohort (First Order)

Navigating to Cohort (First Order)

1. Hover over the red bar on the far left of the Retail Application and select Dashboard, as shown In the image below.

2. Navigate to the Customer Suite, and select Cohort (First Order).

How to use Cohort (First Order)

Cohorts are defined by a shared experience at a certain point in time. Here, they're defined by the month in which they made their first purchase. Use Cohort (First Order) to find your high-value customers, and compare the lifetime sales of cohorts. Analyze this dashboard to see if first-order purchase values are consistent or varied, and to identify why certain cohorts may be more successful than others. Check out the Member Current Status chart to drill into the effect membership has on customer historical sales (CHS). Then head over to Query Builder to drill into the data further and answer questions or test hypotheses.

Cohort (First Order) Dashboard Components

1. Dashboard Tiles

Key customer performance metrics to review.

2. Customer Historical Sales (CHS) by cohort Visualization

See the average sales per customer for the selected time range since their first order. This is an especially useful view to see what cohorts (month and year of first purchase) have been most valuable to your brand over your data history.

3. Segment Customer Historical Sales Details

Use this chart to see how each cohort segment has contributed to your sales.

4. Cumulative Customer Historical Sales Details

Use this chart to see the cumulative contribution of each cohort as they graduate between segments.

Unique Filters in Cohort (First Order)