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CRM data: customer spend report
CRM data: customer spend report

See a breakdown of who your most active/highest spending customers are.

Updated over 5 months ago

Under the CRM menu you will find a link to Customer Spend Report.  This report is designed to show you who and how much or how little people are spending across the different revenue streams in Peoplevine.

You can see a breakdown of revenue for:

  • Total Revenue

  • Subscription Revenue (recurring revenue)

  • Commerce Revenue (ecommerce and POS)

  • Events Revenue

  • Schedule Revenue (appointments and reservations)

  • Application Revenue

  • Charity Revenue (donations and fundraisers)

  • Giftcard Revenue

  • Other Revenue (one-time charges and other unstructured revenue)

You can also filter the data by date or sort by least and most spend across all the categories above.

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