Get started with Insights
While you likely know your top customers, those who buy less often or spend less can be easy to overlook. Customer segmentation helps you stay on top of your data by automatically analyzing buying behavior to group customers and uncover insights.
Supporting documentation
Insights 
Related video tutorials
Insights 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.
Insights 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.
Insights Create CRM tasks from customer segments
Discover how to turn customer insights into action by identifying key segments and creating CRM tasks in bulk. This approach helps you stay organised, prioritise follow-ups, and manage customer activity more effectively.
Insights 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.
Analytics 
Financial Statements 
Budgets & Forecasts 
Rebates 
CRM 