MoveBoardThe Customers area of Reports:
| Report | What it tells you | The dates are |
|---|---|---|
| New vs. Repeat Customers | How much business comes from new customers and how much from returning ones. | booked moves by their move date |
| Referral Performance | Customer and partner referrals: leads, bookings and conversion. A lead with Referred by counts under the account that sent it (Partner for a Corporate or Affiliate account, Customer referral for a past customer) or under the name sent while nobody is linked yet; other leads count by a referral source, or by being on a Corporate or Affiliate account. Group by: Referral link shows the leads that came through a partner's referral link one row per link. | leads by the day they came in |
| Customer & Account Value | The customers and accounts bringing the most bookings and revenue. Needs Can see Income Report. | booked moves by their move date |
| Customer list | Every customer once, however many orders they have: phone, email, number of orders, last move, source and opt-outs. Its CSV has them all — see Export customers. | customers with an order made in the period |
Click a figure to see the orders behind it. Archived orders are left out.