A customer's record
Open a row in the directory and you get one person: everything they have ordered, everything they have paid, and everything still owed. Four fields on this page were typed by somebody. The rest was worked out.
Typed, or worked out
| Typed by you | Worked out from their orders |
|---|---|
| Name | Lifetime spend, average order value, total orders |
| Phone number | Total collected, and the outstanding balance |
| Orders per month, and when they last ordered | |
| Address | City, tier, churn risk, satisfaction |
Edit in the top bar changes name, phone and email. The address is changed from the Addresses panel on the right, and a record holds one address — it is what prefills their next order. Everything in the right-hand column is worked out and cannot be typed over: there is no field for a tier and no field for a churn score.
If somebody at another till changed the same customer while you had the form open, the save is refused and names which field moved, rather than quietly overwriting their work.
The money on the record
The hero across the top leads with lifetime value — everything they have ever been billed — with their order count and average order beneath it. The financial snapshot below repeats it in full:
- Lifetime spend — billed across every order.
- Total funds collected — what has actually come in.
- Outstanding balance — for each order, what it was billed minus what has been collected against it, never counted below zero, with removed orders left out.
That last rule matters when an order is part paid. A customer who has handed over half of a $90 order owes $45 here, not $90. When there is nothing left, the line reads a zero followed by "paid up".
Next to lifetime value are four more tiles: orders per month, when they last ordered and how many days ago that was, their churn risk with a word for it (Healthy, Monitor, or "High — act now"), and their satisfaction — the average of the ratings this customer actually gave, out of five. That last tile tells three states apart, and the difference is real: "Not asked yet", "Asked 2 times · no replies yet", and "3 of 5 replied".
Orders, payments, and what to do next
Three tabs sit under the hero, and the identity block above them stays put on all of them.
Overview carries a revenue chart you can set to one week through twelve months, with the figures beside it describing exactly what is plotted, and an Export report link that downloads that range as a spreadsheet. Under it are the service mix by share of spend, their five most recent orders, and an activity list of the last eight things that happened, five at a time.
Orders is the full history, ten to a page. Payments is every payment recorded against their orders at this outlet, newest first, with the total across all of them in the header, not the page alone. Open one and you get the amount, the method whoever took it picked, when it was received, its reference, and any bank or terminal reference that was recorded alongside it.
The right-hand column stays with you throughout: contact details with a call link, the address, the outstanding figure again, and suggested actions. Each suggestion is tied to something the dashboard can genuinely do — open the orders that still owe, start an email, place a call — and a suggestion that needs a phone number or an email address you do not hold is greyed out and says which.
When they owe money and you hold an email address, the financial snapshot grows a button: see Sending a payment reminder.