What Is the Customers Dashboard?
The Customers Dashboard gives you a complete view of your customer base, from high-value subscribers to one-time buyers. It helps you understand how customers contribute to your revenue, identify trends, and make smarter decisions about retention, acquisition, and targeting.
This dashboard is divided into two key sections:
Customers Overview (visuals and charts)
Customer Table (detailed list of all your customers)
Customers Overview
At the top of the dashboard, you’ll see visual insights into how your customer base is performing across time. The metrics include:
Total Revenue by Total Customers
Total Revenue by Type of Customer (Recurring vs. One-time)
Total New Revenue by Total New Customers
Average Revenue Per Customer
Each widget includes a trend line and comparison with the previous period. You can group data daily, weekly, or monthly, and use the date selector in the top right corner.
This view is perfect for spotting drops in new customer acquisition, evaluating LTV changes, or monitoring overall customer-driven growth.
Customer Table (All Customers)
The table view lists every customer synced from Stripe or PayPal, along with key revenue and behavior data:
Customer Created Date
First Payment Date
Customer Name & Email
Customer ID
Total Payments
Lifetime Revenue (LTR)
Fees
Type of Sales (One-time or Recurring)
You can filter by type (Recurring or One-time), search by name or email, and export the data for further analysis or reporting.
Use Cases
Identify your top customers by LTV
Track new customer acquisition by period
Detect drop-offs in recurring revenue by customer group
Export customer lists for CRM or support actions
Filter by trial status or type of sale to refine your outreach
Filters and Options
Integration Selector: View PayPal, Stripe, or blended data
Date Range Filter: Focus on specific time periods
Group By: Choose daily, weekly, or monthly trends
Export: Download customer lists for offline analysis or reporting
Recap
The Customers Dashboard shows both visual and table-based customer insights.
Group and filter by period, type, or integration.
View total and new customer revenue, and average revenue per customer.
Exportable and sortable for advanced business needs.
Need Help?
Not seeing the right customer data or having trouble filtering?
We’re here to help → [email protected]