Overview

The company overview report surfaces key performance indicators that empower you to identify opportunities for improvement and move your business forward. These metrics are broken down into two categories:

• Horizon Metrics: These are the metrics that drive a business. 
• Impact Metrics: These are the metrics that have a significant impact on the Horizon metrics and are a good area to focus on in order to move Horizon metrics forward.

To access the company overview report:

• Select Company from the main navigation.
• In the upper right select the desired reporting period and comparison period.

Horizon Metrics

1. Customer Lifetime Revenue: Sum of revenue through the end of that period for active customers divided by the count of active customers who purchased at any point up to the end of that period.
2. Total Revenue: Sum of Revenue in the selected period. Revenue is the sum of your account's revenue definition for all orders, net of cancels, returns, and refunds.
3. Average Order Value: Average sum of revenue for orders in the selected period. Canceled orders are ignored in the calculation of AOV.
4. Conversions Per Customer: Average number of conversions per identified customers in the selected period.
5. Visits: Number of visits in the selected period.
6. Revenue Per Visit: Average revenue for the visits in the selected period.

Impact Metrics

1. New Customers: Count of newly identified customers in the selected period. A customer is anyone whose information Zaius has collected, even if the individual has not made a purchase.
2. New Purchasers: Count of first-time purchasers in the selected period.
3. New Repeat Customers: Count of customers who've purchased for their second time in the selected period.
4. New Loyal Customers: Count of customers who've purchased for their third time in the selected period.
5. New Churned Customers: Count of customers that have moved from active to churned in the selected period. 
6. No Purchase to First Purchase: The count of customers who had their first purchase in the selected period divided by the count of active customers who had not purchased prior to the selected period.
7. First Purchase to Repeat: The count of customers who had their second purchase in the selected period divided by the count of active customers who had their first purchase prior to or during selected period.
8. Repeat to Loyal: The count of customers who had their third purchase in the selected period divided by the count of active customers who had their second purchase prior to or during the selected period. 
9. Churn to Engaged: Count of customers that moved from churned to engaged in the selected period.
10. Churn to Purchase: Count of customers that moved from churned to purchase in the selected period regardless of intervening engagements. Also known as "Winbacks."

Helpful Definitions

• Active Customers: Customers who have engaged with content across your communication channels. Email and push send events are excluded as simply being sent something does not indicate or guarantee engagement with the content. 
• Churned Customers: Customers who have been inactive for 30 days but made a purchase prior to becoming inactive.
• Identified Customers: Customers who are actively identifiable by a customer ID or email address. This does not include anonymous visitors.