Introduction

Summary view of customers created on Seamless during a time period

Customer Report

Open

• Customer Report (mm/dd/yyyy - mm/dd/yyyy): the reporting period of extracted records

• Last refreshed mm/dd/yyyy hh:mm: the last time data being refreshed to reflect on the report

1. Controls

Open

Filter the report based on a set of supporting criteria:

• From Date: period start date of the reporting being shown on the report

• To Date: period end date of the reporting being shown on the report

• Organization: filter policies belong to selected organizations

• Customer Type: filter by type of customer (Company, Person

• Customer Status: filter by customer status (Prospect, Customer, Lost)

2. Graphs & Diagrams

• Customers summary:

  • Number of customers: count of customers created during the time period

  • Number of New today: count of new customers today

  • Number of Prospect today: count of new customer with status of Prospect today

  • Number of Lost today: count of new customer with status of Lost today

• Number of new customers and premium by date: customer count and policy premium during the time period

• Number of customers by age group

Note: As date of birth might not be mandatory, empty age group is customers that haven’t provided their date of birth yet.

• Top 10 customer bought the most: top 10 customers with names who bought multiple policies during the time period

• Number of customer by location

Note: As City might not be a mandatory information, empty location are customers who haven’t provided their address with City info yet.

• Number of customer by status

• Channels attract the most customer: customer with preferred channels of communications.

Note: Empty are customers who haven’t provided their preferred communication channel yet

3. Detailed Information: raw data set used for above graphs & diagrams