Analytics Customer Dashboard
This powerful new Analytics Customer Dashboard within the Evolve Suite brings together customer insights from Access Financials, Business Health, and ProspectCRM modules, providing a comprehensive 360-degree view of your customer relationships, credit risk, and sales performance.
The Customer Dashboard consolidates data across multiple Evolve Suite modules to deliver actionable insights about your customer portfolio. Whether you're monitoring credit risk, tracking sales performance, or analysing payment behaviour, everything you need is now available in one centralised location.
Getting Started
To access the Customer Dashboard, please follow the steps below.
Navigate to Analytics within your Evolve Suite, then select Dashboards from the main menu and then click on Customer Dashboard.
In the sections below, we will point out to you the key features of the Evolve Suite.
1. Financial Performance & Portfolio Health
This group provides comprehensive visibility into customer spending patterns, portfolio value, and overall financial health. These insights help you understand revenue trends, compare performance across periods, and assess the overall financial strength of your customer relationships. This is your starting point for understanding "how much business are we doing with our customers?"
Example:
Track how Current Year Spend compares to Last Year Spend to identify growth or decline trends.
The Customer Spend by Year & Period column chart visualizes spending patterns across fiscal periods, revealing seasonal trends.
With Active Customers and Total Outstanding Debt, you get immediate visibility into portfolio scale and health.
2. Credit Risk & Financial Exposure Management
Powered by Business Health and Experian integration, these insights help you understand the risk profile of your customer portfolio, identify high-risk accounts, make informed credit decisions, and manage financial exposure before problems escalate.
Example:
The dashboard shows Customer in Maximum Risk versus Low Risk Customers, giving immediate portfolio risk balance visibility.
The Customer Debt by Experian Risk dynamic column chart reveals debt concentration across risk bands from "Above Average" through "Very Low."
With Customers Over Credit Limit showing customers exceeding their limit, credit managers can take immediate action.
3. Collections & Cash Flow Management
These insights focus on debt aging, payment behaviour, and cash flow forecasting. Understanding payment patterns and aging trends is crucial for prioritising collection efforts, forecasting cash receipts, and identifying problem accounts early. This group answers "when will we get paid and who needs attention now?"
Example:
Your Average Debtor Days indicates payment performance.
However, the Aged Debt by Period column chart breaks this down by aging buckets (current, 30, 60, 90+ days), revealing any specific aging issues.
The Aged Debt - Anticipated Receipts chart helps forecast when cash will arrive, critical for treasury planning.
4. Account Management & Operational Controls
These insights provide operational visibility into account status, transaction activity, and day-to-day customer management. This group supports customer service, dispute resolution, account reviews, and maintaining healthy trading relationships through proactive monitoring of account suspensions and recent activity.
Example:
From Customers On Stop account managers immediately know which relationships need attention to restore trading privileges.
The Recent Transactions in past 30 days table provides complete transparency for customer inquiries.
The Credit Note Summary might indicate customer satisfaction problems requiring intervention.
5. Customer Segmentation & Strategic Analysis
These advanced analytical views segment customers using multiple dimensions and RFM (Recency, Frequency, Monetary) analysis, enabling targeted strategies for different customer groups.
Example:
The Customer - Analytics Level 1 pie chart provides your primary customer segmentation with drill-down through Analytics Levels 2, 3, and 4 for progressively deeper analysis. This might segment customers by industry, size, or region.
The Sales Value by RFM pie chart enables sales teams to prioritise high-value relationships, identify at-risk customers before they churn, and customise approaches based on customer lifecycle stage.
Sales Pipeline & Growth Opportunities
Integrating ProspectCRM data, these insights help you understand the relationship between current customers and future opportunities, identify growth potential within existing accounts, and forecast future revenue while measuring sales effectiveness.
Example:
Your Opportunities Pipeline chart shows Opportunities – Total Value distributed across various sales stages, from prospecting through closing.
By viewing opportunities alongside current customer spend and payment behaviour, account managers can prioritise which opportunities to pursue based on customer financial health and growth potential.
Customer Dashboard Drilldown Capabilities
The Customer Dashboard includes intelligent drill-down functionality that allows users to navigate from high-level summary insights to detailed, granular analysis.
Available drilldowns:
Click any period on Customer Spend by Year & Period to access detailed transaction data (Invoices & Credit Notes) for that timeframe.
Click on Customer - Analytics Level 1 to access detailed transaction data (Invoices & Credit Notes). Navigate from Customer - Analytics Level 1 to Analytics Level 2, 3, and 4 for progressively deeper customer segmentation.
Drill through Aged Debt by Period to view Aged Debt Summary, then to Aged Debt Transactions for invoice-level information.
Explore Aged Debt - Anticipated Receipts to see Anticipated Receipts (Detail) with expected payment timing.
From Customer Debt by Experian Risk, drill into Aged Debt Summary (Aged Debt by Customer with Total Outstanding), then to Customer Details.
Click on Outstanding Debt by Experian Risk to view Outstanding Debt by Risk Band.
From Customer Portfolio by Experian Risk, access Customer Details for comprehensive customer profiles.
Drill through Aged Debt by Experian Risk to view Aged Debt Summary (Aged Debt by Customer with Total Outstanding)
Customer Insights Reference Table
Insight Name | Type | Description |
Current Year Spend | Metric | Total customer spending in the current financial year. |
Last Year Spend | Metric | Total customer spending in the previous financial year for year-over-year comparison. |
Active Customers | Metric | Count of active customers. |
Sales Rolling 12 Months | Metric | Total sales value over the trailing twelve-month period for trend analysis. |
Total Outstanding Debt | Metric | Sum of all unpaid customer invoices across your portfolio. |
Customers in Maximum Risk | Metric | Count of customers classified in the highest Experian credit risk category. |
Low Risk Customers | Metric | Count of customers classified in the highest Experian credit risk category. |
No. of Customers with balance greater than 0 | Metric | Count of customers who currently have outstanding balances owed. |
Average Debtors Days | Metric | Average number of days customers take to pay invoices |
Largest Outstanding Invoice | Metric | Value of the single largest unpaid invoice in your system. |
Customers On Stop | Metric | Count of customers with suspended trading privileges due to credit issues. |
Opportunities - Total Value | Metric | Total value of all open sales opportunities in the pipeline |
Delphi Risk Score | Gauge | Proprietary credit risk score indicator providing quick visual risk assessment. |
Customer Spend by Year & Period | Column Chart | Visualisation of customer spending trends across fiscal periods showing seasonal patterns. |
Customer Transaction Detail - Invoices & Credit Notes | Table | Detailed transaction-level listing of all customer invoices and credit notes with dates and values. |
Customer Debt by Experian Risk | Dynamic Column Chart | Debt amounts segmented by Experian credit risk bands. |
Customer Details | Table | Comprehensive customer financial and Experian data. |
Outstanding Debt by Experian Risk | Pie Chart | Customer count distribution across Experian risk bands. |
Aged Debt by Experian Risk | Dynamic Column Chart | Aging analysis broken down by credit risk category. |
Customer Risk Score | Table | Individual risk scores for each customer showing detailed risk ratings. |
Aged Debt by Period | Column Chart | Breakdown of outstanding debt by aging buckets (current, 30, 60, 90+ days). |
Aged Debt Summary | Table | Customer outstanding balances segmented by aging periods. |
Aged Debt Transactions | Table | Transaction-level aged debt detail. |
Aged Debt - Anticipated Receipts | Column Chart | Expected receipt timing for outstanding invoices to aid cash flow forecasting. |
Anticipated Receipts (Detail) | Table | Expected incoming payments by customer with transaction due dates and outstanding amounts. |
Aged Debt by Customer | Stacked Column Chart | Aging bucket breakdown showing debt distribution and aging by individual customer. |
Customer - Analytics Level 1, 2, 3, 4 | Pie Chart | Primary customer segmentation by analysis dimension with drill-down to Levels 2, 3, 4. |
This Year to Date - by RFM | Pie Chart | Customer segmentation by Recency, Frequency, and Monetary value showing behaviour patterns. |
Opportunities Pipeline | Column and Line Chart | Visualisation of opportunity values and quantities by sales stage. |
Customers On Stop | Table | Detailed list of customers with suspended trading privileges including commercial Delphi score. |
Recent Transactions in past 30 days | Table | Detailed list of recent invoices, payments, and credit notes by customer. |
Credit Notes Summary | Table | Summary of all credit notes issued to customers. |
Customers Over Credit Limit | Table | List of customers whose outstanding balance exceeds approved credit limit. |