Customer Loyalty Dashboard

Customer Loyalty Dashboard Customer loyalty analysis can be critical for organizations with recurring customers. One of our clients realized that they had serious problems with customer loyalty in years two and three. It turned out that for a couple of years, salespeople were more incentivized to acquire new customers and they were doing great. However, the lack of attention after the first year was causing customer friction. The company then hired more people to nurture existing customers and reverse the trend. Let's take a look at this loyalty by yearly Sales Dashboard. This blue bar is for customers that have consistently purchased at least $12,000 per year for four years or more. This year's total is $6.4 million, which is 44% of the total. And there are 20 customers in this category. That sounds great. And selecting a customer here provides more details on this white box. Now the two year loyalty doesn't look that great. Let's check out their monthly and year to date trends. So here we have monthly and here we have year to date trends for all the customer loyalty buckets. Let's only choose for two years. This is comparing the whole year but I want to see if it's growing on a year to date basis. So I'm going to choose only year to date and look at that. On a year to day basis they are growing nicely. If we check for three years, same thing, they're growing pretty nicely. Let's check for four years which we seem to be doing really well. Oh no. How about that Long term loyalty has major decline. This would be the beginning of further investigation to hopefully reverse that trend. We also offer out of the box loyalty analysis based on customer start date. In other words, for how long they have been doing business with you. All data self dashboards are easy to customize. Here is our contact information. Thanks for watching.