Customer Metrics
The Customer Metrics zone enables you to
view the following information through a tiles chart:
-
Total number of distinct customers under the relationship manager
-
Total number of inactive customers whose transaction from any account has not done in selected period
-
Total number of new customers added during the selected period under relationship manager
Note: By default, the above information is shown for the period
which is specified in theRM Workbench zone.
You can change the period if required.
You can filter the information using various criteria (such as, Period From, Period To, Division, Customer Tier, and Customer Segment) available in the RM Workbench zone.
Related Topics
| For more information on... | See... |
|---|---|
| Relation Manager Workbench screen | Relationship Manager Workbench |
| How to view the inactive customer details | Viewing the Inactive Customer's Details |