REPORTS / DASHBOARDS

28 INDUSTRY FIRST FEATURES

RFM Reporting/Dashboards – Recency, Frequency, Monetary Value of Customer Database

RFM Reporting/Dashboards – Recency, Frequency, Monetary Value of Customer Database

RFM scoring reporting shows your customers’ value in a whole new way by using a rating system across three different customer attributes; recency, frequency, and monetary value, and comparing them against your entire database. It evaluates current customer behavior to help predict future behavior and will give you a deeper insight into your customers and shape marketing strategies.

Customer Demographics – 11 Appended Demos

Using TouchCR demographic data to identify the ideal consumer for your product or services and develop marketing strategies such as paid advertising, email marketing, product management, and branding. Using demographic data, along with customer history and database averages you can discover who your customer is at a basic level and if those demographic affect customer behavior.

Customer Buyer Persona Reporting/Dashboard – 16 Types

Customer Buyer Persona Reporting/Dashboard – 16 Types

The customer buyer append give insight into the customer buying persona to help determine what other products a customer purchase. The 16 different buyer persona appended fields can guide in audience building, targeting, upselling and cross-selling marketing, as well as inform operations what new product could be considered.

Customer Interest Area – 7 Interest Areas

Knowing a customer interest areas will give you insight into what they are likely to respond to in terms of marketing content. By using the interest area append you can write engaging subject lines to increase open rates, build focused email content to raise your click through rates, design your website to increase conversions, create powerful ad copy to increase return on paid advertising spend, write quality blog content to help with engagement, and build target audiences to generate leads.

Customer Overview Dashboard – Customer Performance and Value Analysis of Customers that Purchased in Specific Time Frame.

Customer Overview Dashboard – Customer Performance and Value Analysis of Customers that Purchased in Specific Time Frame.

Customer overview dashboard provides a one-stop-shop for reviewing your customer performance in order to do a value analysis of customers in a specific time frame by pulling together data on average order value, average number of orders, average number of days since last order, plus much more.

Marketing Action Matrix Reporting / Email Analysis Reporting

Marketing Action Matrix reporting provides an analysis on a customer email address to weed out high risk email addresses. Removing high risk email address can increase inbox percentages, reduce Spam complaints, and determine the next best action to take with a customer. Using this reporting we can evaluate if a customer or lead is ‘Low Quality’ in order to adjust marketing emails/campaigns and determine the next best action to take with a customer.

Monetary (Customer Value) Reporting

Monetary (Customer Value) Reporting

Did you know that a customer who spend a large sum of money with your company will most likely continue to spend with your business making them a high value customer? Monetary customer value reporting will compare a high spending customer against entire database and identify if that customer is valuable, which helps determine how much effort you should put into marketing them.

Frequency Reporting

Did you know that if a customer purchase more frequently they are more likely to keep purchasing which makes that customer a high value customer? Customer Frequency of Purchase reporting will compare a customer against your entire database and identify if that customer is valuable, which helps to determine how much effort you should put into marketing to them.

Recency Purchase Reporting

Recency Purchase Reporting

Did you know that if a customer purchases more recently they are more likely to purchase again which makes that customer a high value customer? Recency of Purchase reporting will compare a customer against your entire database and identify if that customer is valuable, which helps to determine how much effort you should put into marketing to them.

Customer Value Dashboard

The Customer Value dashboards provides a monetary value snapshot of your customer base that you can use to determine if your customer are more valuable over time.

Customer Life Cycle Dashboard – The Progression of the Customer Relationship From Initial Purchase to Today.

Customer Life Cycle Dashboard – The Progression of the Customer Relationship From Initial Purchase to Today.

Database overview of the customer lifecycle shows you the progression of the customer relationship from initial purchase to today.

Customer Lifetime Spend Distribution

Snapshot of the total customer value across your database that you can analyze and improve upon with marketing.

New vs Returning Customer Comparison Reporting – Customer Retention Reporting

New vs Returning Customer Comparison Reporting – Customer Retention Reporting

New vs Returning customer comparison reporting is used to pull out your retention rate and once you have that data, you can create the opportunity to grow a devoted customer base and maintain a reliable revenue source.

Sales Channel Distributions by Sales, Orders, and RFM

TouchCR’s sales channel distribution reporting pulls together customer and sales data to determine high performing sales channels. With this information you can determine where to focus your advertising spend to bring the most yield.

Average Customer Buying Cycle Reporting

Average Customer Buying Cycle Reporting

This report shows what is the average timeframe of each customer’s purchase, so you can easily see if a customer is sticking to their regular purchase behavior in order to market to that customer accordingly.

Average Transaction Frequency of High Value Customers – RFM

Using TouchCR RFM segmentation to evaluate high value customers. How often do they purchase?

Average Order Value of High Value Customers – RFM

Average Order Value of High Value Customers – RFM

Using TouchCR RFM segmentation to evaluate high value customers. Whats their average order value? How can we get more customers like this?

Product Purchased by High Value Customers – RFM

Using TouchCR RFM segmentation to evaluate high value customers. How often do they purchase?

Sales Performance Overview Dashboard -Today, This Week, This Month, This Year

Sales Performance Overview Dashboard -Today, This Week, This Month, This Year

With this one TouchCR dashboard you can see your sales performance in a single snapshot for quick analysis in order to pull out actionable insights.

Advanced – Interactive Append Data Dashboards Comparing High/Low Value Customers – Using Einstein Analytics

One-Click filter reporting using interactive dashboards in Einstein Analytics to quickly and easily dissect data and deep dive into your company information in order to make fast marketing decisions.

Ecom Site vs. Amazon Comparison Reporting

Ecom Site vs. Amazon Comparison Reporting

Does Amazon advertising/marketing require different tactics than your website? Amazon & eCommerce comparison reports allow you to clearly see performance stats for each source and use TouchCR segmentation to determine what the customer base looks like and which campaigns work best.

Conversion Channel Specific Reporting – Amazon, Shopify, Sales Funnel

Different sales channels require different marketing tactics, using TouchCR customer information will help to determine what works best on each channel to increase conversion rates.

TouchCR to Facebook Advertising – Using Demo Reporting for Facebook Ads Targeting / using LTV Reporting Audiences in Facebook

TouchCR to Facebook Advertising – Using Demo Reporting for Facebook Ads Targeting / using LTV Reporting Audiences in Facebook

TouchCR appended fields can be used to improve your Facebook Advertising audiences by matching across fields to Facebook audience builder options, such as gender, income, profession, education levels. Also, TouchCR allows for easy report exporting of high lifetime value customer reports for new LTV audience builder in Facebook. Strategic targeting can improve engagement with your advertising in order to reach your desired ROI.

Customer First Purchase Month / Customer Last Purchase Month

These reports can be used to determine peak season of acquiring new customers and losing customer. Using this knowledge you can deploy marketing tactics during these times to increase/decrease these occurrence.

Distribution of Total Customer Value Reports

Distribution reporting show breakdown of your database in value segments in order to determine the quality of your database and what portion of your customer base spend the most.

Average Customer Value Reporting Over Time Frame

Average Customer Value Reporting Over Time Frame

This report shows your databases average customer value during a specific time period, which can then be compared and used to make marketing choices at strategic times.

Distribution of Transaction Frequency Report

Distribution reporting shows the breakdown of your database in value segments in order to determine what portion of your customer base purchase the most often,  so you can focus your marketing efforts towards those customers.

PLUS THE 10 INDUSTRY STANDARD FEATURES
Top Product by Location Reporting
Order, Leads, & Account Signups Reports
Standard Reportable Person Account Fields
Create Customer Dashboards With Multiple Styles on Any Created Report
Tracking - UTM Source, Medium, Campaign, Content, & Term Reporting
Year over Year Reporting (Month over Month, Day over day)
Orders and Revenue by Delivery Territory Reporting /Location Specific Reporting
Apply Segmentation to Any Report & Filters Based on Data Criteria & User Security Profiles
Order Overview Dashboard - Order Quantity, Revenue, & Upsell Take Rate
Ability to Create Own Custom Report Types With Own Data Selection & Derived Values Across All Elements in the Database