The Overview tab contains the following information:
- Key metrics
- Customer lifestyle insights
- Attribute Affinity
- Recommended products
- Latest orders
- Recently viewed products
The following key metrics are available at a glance:
|Total lifetime revenue||The revenue generated by this contact over their entire lifetime.|
|Average order value||The average value of orders placed by this contact.|
|Valid orders||The number of valid orders this contact has placed over their entire lifetime.|
|Visits||The number of identified visits the contact has made to your website.|
|Lifecycle status||The contact’s current lifecycle status.|
|Email engagement||The contact’s current email engagement band.|
|Frequency||The contact’s customer frequency band.|
The contact’s customer value.
Note: AOV in Ometria is calculated with tax included.
Customer lifecycle insights
The Customer lifecycle insights panels present a quick visual of this contact’s interactions with your brand so far.
You can see the date they were first seen (i.e. first identified by Ometria), the date of their first purchase and their most recent purchase.
You can also see the date this contact is likely to become at risk (if they make no further purchases) and when they will lapse.
See also: Lifecycle stages in Ometria
The Attribute affinity table shows the contact’s top six attributes based on units sold.
Use the dropdown to select an attribute - these vary depending on your unique setup:
The report headings are:
|Attribute Title||The name of the attribute.|
|Units Sold||The number of units sold to this contact.|
|Revenue||The total revenue generated from this attribute for this contact.|
The Recommended products report shows the products this contact will be recommended on your site:
Click the icon to go to the listing on your site.
The Latest orders report presents a quick overview of the contact’s most recent orders:
|ID||The unique ID for the order.This is generated by you and sent to Ometria via your ecommerce importer.|
|Order date||The date and time the order was placed.|
|Number of items||The number of items included in the order.|
|Coupon code||The coupon code used (if any).|
|Store||The ID number of the store this order was placed with.|
|Channel||The channel through which this order was placed, e.g. online, in store, etc.|
|Valid||Whether or not the order is valid.|
|Subtotal||The order subtotal (before tax and shipping).|
|Tax||The total tax for this order.|
|Shipping||The total shipping cost for this order.|
|Discount||The total discount applied to this order (if any).|
|Grand total||The order grand total (including tax, shipping and any discounts).|
Click on any order in the list to see the order in more detail, including shipping address, payment method etc., or select View all orders to go to the Orders tab in the contact’s profile:
Recently viewed products
The Recently viewed products report shows the products this contact has been browsing on your site, including the number of times they’ve viewed each product and the date they last browsed:
Click View all products to go to the Products tab of the contact’s profile.