Platform: Enolytics DTC

Summary:

What it shows: A comprehensive breakdown of your customer base by contact status, showing order volume, revenue, and total transaction amounts for each status category. This ready-made report gives you an instant snapshot of how different customer segments perform — no setup required.

Who should use it:
• Marketing and customer success teams analyzing customer lifecycle performance
• General managers tracking business health across customer segments

When to use it:
• Monthly business reviews to understand customer composition and value
• Strategic planning sessions when evaluating customer retention and acquisition efforts
• Performance analysis to identify which customer segments drive the most revenue

Questions this report answers:
• "How can I see the breakdown of sales by customer status?"
• "Where do I find which customer segments generate the most revenue?"
• "Can I get a report showing order volume across different contact statuses?"
• "How do I compare performance between active customers, prospects, and inactive contacts?"
• "What's the easiest way to see total sales and order counts by customer type?"

Tip: Use the Total Amt CP column to see the complete financial picture — it includes all transaction amounts, not just product sales. Remember to set your date picker to focus on your desired time period for the most relevant insights.

Note: Parts of this article were generated with AI and may not be perfect. If something looks off or could be better, click the 😞 below — it opens a quick chat so you can let us know.

📂 How to Access This Report

This is a public bookmark — a pre-built report ready for you to use. You don't need to create it from scratch.

To open it:

Click the Bookmarks icon in the left sidebar
Look under Public Bookmarks
Open the folder: Business Reports/Customer Summary
Click Contact Status Summary

Quick Stats:

0 filter(s) applied
1 dimension(s) displayed
3 measure(s) displayed
Report Page: Build Beyond Limits | Advanced Reporting

⚠️ Date Picker Required: This report uses time-sensitive measures that respond to the date picker. The bookmark does not save date picker settings. Please adjust the date picker to ensure the report shows the data for your desired time period.

Filter Behavior: When you select this bookmark, your existing filters will remain intact and will not be overwritten.