Futrli Ideas Portal

Export the Deep Dive data for customer analysis

It would be really super if there was the ability to export and report on the deep dive customer analysis data. Many reports I am doing focus on customer trends - retention/churn, number of invoices / average value and importantly data on days to pay - if this is getting better/worse to track if a customer has changed the speed they are paying etc. This helps for both customer analysis and credit control but for more accurate cash flow forecasting and highlighing potential cash flow issues

  • Guest
  • Jun 20 2023
  • One for the future
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  • Admin
    Susanne Clark commented
    July 14, 2023 10:22

    We are looking to expand the number of widgets that can be pulled into a report, and add functionality to allow workspaces to add their own widgets. This will begin work after the new year in Q1 2024.