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Client Insights

Filter your clients into unique groups or segments to gain a deeper understanding of their purchasing behavior.

Lauren Dale avatar
Written by Lauren Dale
Updated over 4 years ago

With the addition of Client Insights, you gain the opportunity to learn more about your clients' purchasing behavior.

Filtering of your Clients

  • Clients who have: Ordered / Not Ordered

  • Garment Type: Any, Suits, Jackets, Trousers, Vests, Shirts, Shorts, Swackets, Outerwear

  • Date Range: From - To

Export your Unique Client Segments

  • Export: Includes Customer Info, Total Orders, Total Units and Sales for each Garment Type based on your search

Getting there in Workflow

From the Workflow Homepage, click Clients in the main nav and then Client Insights in the dropdown.
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A couple of Use Cases:

Who ordered Outerwear in 2019?

Clients who have: Ordered Garment Type: Outerwear Date Range: From: 01/01/2019 - To: 12/31/2019

This group ordered outerwear during 2019. Now is a great time to target them for a new Car Coat or Top Coat so that they are ready when the temps begin to drop.

Who has not ordered Outerwear since 2018?

Clients who have: Not Ordered Garment Type: Outerwear Date Range: From: 01/01/2018 - To: (today's date)

You could also use this data to start a conversation and see if there is a need for a piece of Outerwear.

Which Clients have ordered Trousers, Shorts, or Swackets in 2019 - 2020?

Clients who have: Ordered Garment Type: Trousers, Shorts, Swackets Date Range: From: 01/01/2019 - To: (today's date)

They may be a good candidate for the new Sartorial Action Collection. This "search" gives you a segmented list of customers who have been historically interested in casual styles. Maybe they would like to purchase a stretch Suit, Sport Coat, Trouser, or Shorts from the Sartorial Action Collection.

In Case you Missed It (Dashboard: May 2020)

  • Client List (Released with Dashboard Release in May 2020) Includes Total Units and Sales Export to Excel

  • Client Detail Client Info and Order History

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