Dashboard: Customer Overview

Table of Contents

1. How to Access this Report
2. How to Use this Report
3. Filters
4. Dashboard Template Sections
5. Source Datasets

How to Access this Report

1. Follow the instructions sent by Sigma via email to create your account
2. Navigate to: https://app.sigmacomputing.com/soundcommerce/login
3. Enter your email and password
4. Click “Shared with me”
   
5. Click the folder labeled "Production"
6. Click a dashboard to view
7. Optional: Turn on explore mode to create custom visualizations and conduct ad-hoc analysis

How to Use this Report

Use the Customer Overview Dashboard to track key customer sales metrics, to understand how new and repeat customers are contributing to your overall sales performance, and how their acquisition channel influences their future repeat purchase propensity. Find your high-value customers, and identify why certain cohorts may be more successful than others. Pair the data you see here with associated lists pulled in Query Builder to target particular customer segments and attempt to convert one-time purchasers to two-time purchasers and beyond.

Filters

Report Date Range: Defaults to the last 365 days, or this filter can be adjusted to include a smaller or larger window, a range of specific dates, or before or after a particular date.
Canceled: Defaults to False which excludes canceled orders.
Channel: Defaults to all Sales Channels, or you can select certain sales channels to get a granular view.

Source: Defaults to all Marketing Sources, or you can filter by select Marketing Sources.

Dashboard Template Sections

Key Metrics Tiles

New & Repeat Customers

Customer Details

Source Datasets

This dashboard is built using the following DirectAccess views. You should be able to construct queries to calculate similar metrics using the below:

• sc_marketing_performance_metrics
• sc_sales_performance_metrics
• sc_nrf_date