Customer & Branch Reports

Customer & Branch Reports Overview

These two reports look at who your customers are and how your locations compare. The Customers report measures growth, retention, and value; the Branches report puts every location's performance side by side. Customer figures are shop-wide, since customers belong to the shop rather than a single branch.

Customer Key Metrics

Four stat cards summarise your customer base for the period.

• Total Customers — all customers in the shop
• New This Period — customers added during the selected period
• Repeat Rate — share of customers with two or more purchases
• Avg Lifetime Value — average total spend per customer

Customer Trends and Top Customers

A New Customers area chart shows sign-ups over the period, and a New vs Returning donut splits customers active in the period by whether they are new or returning. The Top Customers table ranks your most valuable customers by lifetime spend, alongside their purchase count.

Branch Comparison (Admins)

The Branches report compares every location for the selected period. A stacked bar chart shows repair versus sales revenue per branch, and a comparison table lists each branch's repairs, sales, repair revenue, sales revenue, expenses, and net income, ranked by total revenue.