Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

Description

[put a description here]This dashboard is only deployed to specific customers and may not be visible in your system.

This dashboard can be used to identify customers who purchased certain products in a time period and then did not return to re-purchase these products

An example case use would be to identify customers who had their pets vaccinated in a period 2 years ago but did not return in the subsequent year.

Names, addresses and contact information is displayed for these customers to allow you to contact then and re-engage them.

Info

Navigation: Go to main menu → XXXXXXX → XXXXXX

[insert small screenshots of the menu items above, keep them small so that we do not have to edit them if other screen changes occur]

Instructions

...

step 1

...

step 2

...

step 3

...

My Dashboards → Product Reminder

Image Added

Instructions

  1. Initially this dashboard shows no data.

  2. Click the scenario button:

    Image Added

  3. Populate the products box with the products you want to analyse for missed purchases

  4. Populate the date ranges for when the product was last purchased and when you would have expected a repurchase. Make sure that the range for repurchase is wide enough to allow for repurchases to be detected. Here is a good example of date ranges for a product where an annual re-purchase was expected

    Image Added

  5. Give this scenario a meaningful name if you want to re-use it:

    Image Added

    Remember to tick the icon on the right to save the name

  6. Close the scenario pop-up and a dashboard will load listing all the customers who missed subsequent purchases.

Filter by label (Content by label)
cqllabel = in ( "search" , "vet_bus_dashboards" , "scenario" )

[remember to add more labels]

...