Get a complete historical view of customer behavior patterns across branches, order types, and sources.
Track new customer acquisition trends over time.
Monitor customer retention and understand how many customers return.
Analyze customer behavior by meal time (e.g., morning vs night).
Support business decisions with insights on spending patterns, order volume, and average basket size.
Common Use Cases
Business Question
Where to Look
Where can I filter different branch names?
Use the Branch Namefilter to select the branch you want to analyze.
Where can I find Customer Retention metrics?
Go to the Retentiontab – it contains retention-focused views and descriptions.
How many new customers joined today or this week?
Check the Acquisitiontab for the daily number of new customers trend.
Which order type brings in the most new customers?
Use the Order Typefilter in the Acquisition tab.
Which order sources (e.g., Call Center, API, Cashier) generate the most new customers?
Use the Order Source Namefilter in Acquisition tab.
At what meal times are we acquiring the most customers?
Use the Meal Timefilter to break down acquisition by breakfast, lunch, dinner, or night.
Keywords (for search functionality)
💡customer retention, acquisition, segmentation, customer list, new customers, returning customers, customer behavior, branch performance, order type, order source, meal time, net sales, payment amount, order count, basket size
Tab / Section Overview
Tab Name
Description
Example Case
Acquisition (default)
Shows new paying customer counts and trends.
A marketing team checks how many new customers were acquired last week.
Retention
Displays metrics for existing/returning customers.
A manager wants to see repeat purchase trends over time.
Segmentation
Breaks down customers by attributes such as order type, source, or meal time.
A branch manager wants to analyze which meal period attracts the most loyal customers.
Customer List
Provides a detailed list of customers and their purchase behavior.
A customer success rep reviews the profile of frequent diners.
Example of dashboards on the Segmentation tab. Each dashboard comes with a description.
Available Filters
Filter Name
Description
Notes
Business Day
Filters data by date. Default is Last Month.
Adjust to daily, weekly, monthly, or custom ranges.
Branch Name
Filters data to specific branch(es).
Useful for branch-level comparisons.
Order Source Name
Filters by order source.
Example: API, Call Center, Cashier.
Order Type Name
Filters by order type.
Example: Delivery, Dine-In, Drive Thru, Pick Up.
Meal Time
Filters data by meal period.
Example: Midnight (00:00–05:59), Morning (06:00–11:59), Afternoon (12:00–17:59), Night (18:00–23:59).
