Customer Activity

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.

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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