Intelligence Insights allow QuickBooks Commerce users to understand their customers' performance without the need to dig through Intelligence reports. Intelligence Insights achieve that by loading relevant data from the Intelligence backend and serving that data in specific user contexts.
For example, instead of constructing a customer's sales report, the user could access the Relationships tab from the main navigation bar, select a customer assigned to them, and quickly glance at the bite-sized sales data from the 'Insights' tab.
Intelligence Insights is beneficial for sales representatives and B2B business owners who closely manage their customers' relationships.
Explore the 3 Widgets
Intelligence Insights offer the following 3 widgets in the 'Relationships' section. First, 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 customer's lifetime value: historic LTV, and when the 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.