A customer was asking for an overview of when they should use each report in Repeat Customer Insights.
Store Analysis should be used to get an overview of your Shopify store’s performance across all customers. Historic data and channel data are available as segments.
Monday Morning Metrics will give you an overview of your store last week. It’s also emailed out so it’s a good automatic reminder to help keep a pulse on your store’s performance.
Customer Segmenting is for when you want to drill-down into the behavior of specific customers. Who has spent how much, since when, what customer segments would they fall into, etc.
Customer Grids categorizes and segments your customers into 30ish named groups. You’ll see how customers are distributed across each group and the historic view shows shifts in behavior from month-to-month.
The Order Sequencing Analysis should be used when you want to compare the performance of all customer’s first order vs second order vs third order (and so on). This will show you how repeat customers behave based on their lifecycle stage.
Customer Cohort reports should be used to compare differences in buying behavior based on when you acquired a customer, from the initial month all the way to today.
First Product Analysis is used when you want to know how initial products and variants influence long-term customer behavior.
If you haven’t used Repeat Customer Insights yet, it’s an easy setup. It automatically imports and analyzes the data from your Shopify store so you can get data-driven answers quickly.
Use cohorts to find out who the best customers are in your Shopify store
Repeat Customer Insights will automatically group your customers into cohorts based on when they first purchased. This will let you see how the date customers bought would impact their behavior.