Customer Activity
The below is a demo of this feature and does not represent real data or the latest version of the feature
The Customer activity has been built to help provide better understanding of your customers and see important data about them.
Below you can see a demonstration of how this feature looks when installed, providing you with various types of data.
Although this may not be accurate of the latest version it shows you what to expect from Customer Activity and how it can be beneficial to your business.
The default time range is 4 weeks for all analysis but depending on your server it can be increased and you can use the date range search for more granular analysis
Dashboard

Example Demo Data

Specific Customer data
You can also generate a report for a specific customer and see all their recent wins & specific estimations

Make Instant Win Data more accurate
You can update the values of instant wins which do not have any values added to them to make the estimated p/l more accurate.

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