Welcome to this comprehensive guide on how to use the Active Customers Number Card feature in Empress, a powerful tool designed to help you monitor and manage your customer base.
Introduction: Understanding the Active Customers Number Card
The Active Customers Number Card is a special feature in Empress that allows you to track the number of customers who are currently active in your business. This feature is a fantastic tool for business owners who want to have a clear and instant overview of their customer base at any given moment.
Primary Functions and Benefits
The Active Customers Number Card feature provides several functions and benefits:
- Count Function: This feature counts the total number of active customers in your system.
- Real-Time Updates: The count is updated in real-time, providing an up-to-date snapshot of your customer base.
- Customizable Filters: You can set or change the filters to suit your business needs. For example, you can set it to exclude disabled customers from the count.
- Public Visibility: This feature is visible to all users, fostering transparency and shared awareness within your team.
How to Use the Active Customers Number Card Feature
Here’s a step-by-step guide on how to use this feature:
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Viewing the Number Card: To view the Active Customers Number Card, navigate to the
Sellingmodule in your Empress dashboard. You should see the card displayed prominently. -
Editing the Number Card: To edit the card, you’ll need administrator permissions. As an administrator, you can click on the card to adjust the filters, modify the time interval for statistics, and more.
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Sorting Information: You can sort the information displayed on the card by month, quarter, or year, depending on the stats time interval you’ve set.
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Tracking Information: The changes in the number of active customers are tracked over time. You can view these changes by hovering over the card.
User Roles and Permissions
The Active Customers Number Card is a public feature, meaning it’s visible to all Empress users in your organization. However, only users with administrator permissions can modify the card.
Conclusion: Enhancing Your Business Processes with the Active Customers Number Card
The Active Customers Number Card is a powerful tool that can enhance your business processes by providing a real-time count of your active customers. With this feature, you can monitor your customer base, make informed decisions, and strategize efficiently.
For additional non-technical resources or support, please visit the Empress Help Center or contact our support team. Enjoy exploring and utilizing this feature to its fullest potential. Happy tracking!