Note: Depending on your access rights to OrangeCRM, some of the options and views listed below may vary. See Security and Access and Revisions.
The Customer Activity report is accessed from the Customer tab on the main menu bar. The Begin and End dates limit the information to the specified date range. The program selection box further limits the information to the specific program. You can also limit the information to a specific acquisition center group. (Note: Selection of an acquisition group filter will only filter acquisition centers that are under this program.) The Beginning Day of Week will allow you to change what day your business week starts. For example, some businesses like to have information from Wednesday to Tuesday. Setting the beginning day of week to Wednesday will group the weeks correctly.
The report starts with two charts at the top. The first, Customer Activity, is seen below.
This chart will show you customer activity as percentages of created customers versus canceled customers. In other words, during the week selected, what percentage of my customers canceled, and what percentage were created. In the example above of the active customers in week one, 1.05% were created that week, and 0.38% canceled. In week two, of all active customers during that week, 3.09% were created, while 0.65% of all active customers that week canceled. This information can be seen below in the 'Canceled %' and 'Created %' columns of the number breakout.
The chart breaks up time periods into weeks. This is where your week beginning parameter comes into play. Changing this parameter will change the week starting dates.
Active During - The total number of customers that were in active status during that week.
Created During - The number of customers that were created in that week.
Created % - The percentage of total active customers that were created that week (or percentage of growth during that time period).
Canceled During - The number of customers that canceled in that week.
Canceled % - The percentage of total active customers that canceled in that wee (or percentage of loss during that time period).
Overall Net - This figure shows the change to the total active customer base in that time period.
The second chart is the Customer Growth chart and an example can been seen below.
The customer growth chart shows the overall growth and loss of active customers over the selected date range. In this example, customers increased from 83,500 at the beginning of February to just under 91,000 during the week beginning February 21. Customer growth then leveled off for the last week of the month, showing a slight loss.