Manage Insights

7:02 minutes total learning time

Learn how administrators can set up and manage Customer segmentation in Phocas Insights. This module covers configuring a database, defining your segmentation settings, and tailoring the results by removing customers or creating custom threshold sets for specific customer groups.

Phocas product

Insights

3 videos in this learning module

Set up a database

2:32

Exclude customers from Insights calculations

2:30

Edit threshold sets for specific customer groups

2:00

3 videos in this learning module

Set up a database

2:32

Exclude customers from Insights calculations

2:30

Edit threshold sets for specific customer groups

2:00

Set up a database

Learn how to configure a database for Customer segmentation in Insights. This tutorial walks through selecting your data, setting segmentation groups, and defining Frequency, Monetary, and Recency thresholds so you can start analyzing customer behavior.

Supporting documentation

Set up a database

Exclude customers from Insights calculations

Learn how to use the Remove customers option to exclude specific customers from Insights calculations. You’ll see how exclusions immediately affect customer counts and revenue totals, and how removing customers differs from filtering by excluding them entirely from segmentation and Insights results.

Supporting documentation

Remove customers from Insights calculations

Edit threshold sets for specific customer groups

Discover how to make your customer segmentation more accurate by using threshold sets. Learn how to customise thresholds for different groups and ensure your insights reflect how each part of your business performs.

Supporting documentation

Edit threshold sets

Phocas product

Insights

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