CRM 360°

From To Page Category Product

Overview

Customer base · purchase frequency · new vs returning trend

Customers

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Orders

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Revenue

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AOV

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Orders / Customer

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One-time vs Repeat

Share of customer base by lifetime order count

Purchase Frequency Buckets

How many customers fall into each lifetime-order range

New vs Returning — last 24 months

Each month: first-time buyers vs returning buyers

Segments

RFM grades + 16 behavioral segments · click any to drill in

RFM Grades

Recency × frequency · 6 buckets matching the customer-grading spec

Behavioral Segments

16 groups across Active · At-Risk · Cooling · Dormant · Lost · Click to view customers

Retention & Cohorts

Quarterly cohort heatmap · share of each cohort still buying N quarters later

Quarterly cohort retention

Rows = quarter of first order · columns = quarters since · only cohorts with ≥50 customers

Channels & Products

Channel mix · channel × grade · top products · cross-sell pairs

Products

Click a product to drill into its customers · bundles, samples (S), and freebies (F) excluded

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Channel mix

Orders, customers, revenue, AOV per channel

Channel preference by RFM grade

% of customers in each grade that have used each channel

Top products by channel

Top 10 SKUs ranked by units sold within each channel

Product pair behavior

Pairs of SKUs bought by the same customer — top 30 cross-sell candidates

Geography

Region → Province → Amphoe → Tambon · click any row to drill deeper

All regions