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Analyzing Customers

To view information about the customers who appear in your environment, use the Customers page.

  • To open it, click Customers on the top navigation bar.
Important
  • If you have many columns in your Customer Profile schema, some might not be visible in the interface. To view all columns for a row, click that row to open a window containing the complete record. It appears as a two-column table. The first column contains the names of all properties and the second column contains the corresponding values.
  • Fields with the visibility turned off in the Customer Profile schema are not visible on the Customer Details tab.

View customer distribution

1

The Distribution tab enables you to parse your customer-related data, which is shown in the form of a pie graph. To change the parameters taken into account:

  1. Use the Plot by drop-down menu.
  2. Choose from the various filters on the left side of the page. To make selections, click the + sign by a factor, then click in the text box that appears, which opens a drop-down menu of options.
  3. To change the date, use the date selector at the right side of the blue top navigation bar.

View customer details

1

The Details tab enables you to parse your customer-related data, which is shown in the form of a table. To change the parameters taken into account:

  1. Use the Plot by drop-down menu.
  2. Choose from the various filters on the left side of the page. To make selections, click the + sign by a factor, then click in the text box that appears, which opens a drop-down menu of options.
  3. To change the date, use the date selector at the right side of the blue top navigation bar.

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This page was last modified on 5 March 2018, at 14:15.