Intelligence Insights allow QuickBooks Commerce users to understand the performance of their customers without the need to dig through Intelligence reports. Intelligence Insights achieve that by loading relevant data from Intelligence backend and serving that data in specific user contexts.
For example, instead of constructing a sales report by customer, the user could access the Relationships tab from the main navigation bar, select a customer assigned to him/her, and quickly glance at the bite-sized sales data from the 'Insights' tab.
Intelligence Insights is very useful for sales representatives and B2B business owners who closely manage relationships with their customers.
Explore the 3 Widgets
Intelligence Insights offer the following 3 widgets in the 'Relationships' section. Click on the specific contact you wish to learn more about:
- Time series of total sales for the past 7 days, 8 weeks or 6 months.
- Top 5 SKUs purchased by the customer in the past 30 or 90 days, sorted by sales
- The lifetime value of the customer: historic LTV, and the date when customer record has been created.
This is especially useful for a glimpse of your past interactions with a business contact, how it has grown over time as well as the lifetime value of your relationship. Many QuickBooks Commerce users have told us that they actively make use of these data.