The Customers tab shows App Usage data specific to your customers. This data includes the following sections:
- App Usage by Customers Graph (including total hits, unique hits, number of orders, total sales)
- Customers table with information on orders being created
- No Orders table to show users who have logged in that have not created orders
- Order Approval table showing all order approvals submitted with their current status (submitted, approved, denied)
Please refer to the Dashboard article for the two dropdown options located at the upper right corner of the page - date and branch selections.
App Usage by Customers
The App Usage by Customers graph at the top of the page indicates the number of hits and unique hits by customers in your Innovo Apps over time. The bottom of the graph shows the total hits, unique hits, orders, and total sales generated by customers using your Innovo Apps.
Hits are the number of times there has been a logged activity by customers in the Portal. These activities are: 1) Logging in, 2) Searching for products, 3) Viewing products, or 4) Submitting an order. Unique hits are the number of unique customers active in the App for the selected time period.
Total Hits
Number of times activity was logged. This activity includes:
- User logging in
- User searching for product
- User viewing a product
- User submitting an order
Unique Hits
Number of unique customers with activity logged for the selected time period and home branch(es).
Orders
Total number of orders created for the selected time period and home branch(es).
Total Sales
Total sales amount for orders created from the app at the time it was created. Please note: the total sales amount reflected here may not be the same as in Eclipse as any order changes made in Eclipse do not get logged here
Customers Table
The Customers table lists customers that have placed orders through the app in a descending sales total, by default. To sort by ascending sales, click on the blue arrow shown to the right of the Total Revenue column.
The table displays customer name, Eclipse customer ID#, total number of orders created, average items per order, average sales per order, and total sales or revenue.
Enter a customer name or customer ID in the search box in the upper right corner to filter the data. Please note: you must enter the customer ID without the preceding "." as you do in Eclipse.
Click the green cloud button to export this data. More information on exporting data can be found here.
No Orders Table
The No Orders table displays any users (or contacts) that have used the app but not placed any orders. The contact name, email address they were invited under, customer name, and Eclipse ID are shown.
Click the green cloud button to export this data. More information on exporting data can be found here.
TIP: You can use this list to send a proactive email campaign.
Order Approval Table
The Order Approval table displays orders sent for approval from the app, regardless of status. You can filter the status using the status dropdown list. The available statuses are:
- Pending - an approval sent from the app that has not yet been approved or denied
- Approved - an approval that has been converted to an order
- Denied - an approval that has been denied
If displaying all statuses or a filtered status, the total sales amounts for the approvals is displayed at the bottom of the table.
Clicking on any approval will bring you directly to the order approval details page. Please see the Order Approval article for more information.
Viewing Customer Specific Data
Clicking on any customer in the Customers table or No Orders table will display information specific to that customer. This will display the App Usage graph, the Contacts table, and then all other tables found on the Products tab but only relevant to this specific customer. To see more about the Products tab, you can view the Products article found here.
Contacts Table
The Contacts table displays any contact that has logged in attached to that customer. You can have multiple contacts assigned to the same customer. Clicking on any of the contacts will narrow down the displayed data even more and bring you to the contact specific page for that customer.
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