Number of Orders per Customer for a Given Time Span

Number of Orders per Customer for a Given Time Span

The number of orders per customer for a given time span is a customer KPI that shows how many times the customer orders within some period of time. This KPI helps analyze production planning process and define whether you need to spend more money for marketing.

To view the number of orders per customer for a given time span, please do the following:

• Create custom field "Customer":
  • Go to: Tools/Custom fields and press "Ins" button
  • In "Title" field enter "Customer"
  • In "Code" field enter "cf_customer"
  • In "Type" field select "String" and click "Ok" button



• Filter tasks by task group with customers’ orders/tasks to view the number of orders per customer



• To view the number of orders per customer over some time span please set the appropriate filters on Task List – Filters panel



To view the number of orders per particular customer you need to do the following:

• set filter by required customer

  

• right click under column "Customer" and select "Count"

  

  Alternatively you can view the number of orders per customer  if you group task list by column "Customer" and click "Expand All" button