This feature is included in the Grow and Scale pricing plans. It is not included in the Launch plan. If you would like to upgrade your subscription plan or learn more about the different pricing tiers we offer, please visit Sawyer subscription plans and features here.
If you are a provider who went live prior to March 1, 2022, you will continue to have access to your current features as one of our legacy providers.
The New Customer Insights Dashboards & Workbooks offer a deep dive into customer growth, student age distribution, top purchasers, and form field responses collected during registration.
Quick navigation tips:
- Hover state: Hover over data points to see the specific data value or hover over visualizations to reveal the More Options (...) menu.
- When hovering on a visualization you’ll see the More Options (...) menu. Click Maximize Element to explore the underlying data or click the three dots to view export options.
- Applying filters: The date group filter controls the grouping of data displayed on the x-axis while the date filter applies to the underlying data selections made. You can choose from a variety of pre-set options including day, month, quarter, year as well as custom date ranges.
- Removing selected filters: Simply click into the applicable filter to deselect or hover over the X to clear all filters. Additional top level filters may also be available within the corresponding workbooks to assist you in further drilling down the data. Additional filtering options may be added over time.
Dashboard visualizations:
- Total Active Purchasers: This chart displays a count of total active purchasers for the selected time frame. Purchasers are defined as any adult customers with a transaction (includes both free and paid) in the selected time frame.
- Customer Growth: This chart displays a rolling count of client profiles (both adult and child) grouped by the month they initially created a profile with the provider. Each line represents the following values:
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Gross Customer Count: Aggregates the total rolling count of created accounts (both adult and child). This adds the Total Clients Created to the previous day.
- For example, on Day 1, I have 2 clients create profiles. The next day I have 2 more. My rolling count for day 2 is 4.
- Gross Converted Customer Count: Aggregates the total rolling count of purchasers (clients who have a non-zero value transaction) and provides a % value of total converted customers. This adds the Total Converted Clients to the previous day.
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Customer Value: Customer value refers to the total orders or dollar spend by customers. This chart displays customer name and email as well as values for the following:
- Total Orders: Displays the total count of orders for the customer.
- Total Transactions: Displays the total count of transactions for the customer.
- Total Spend: Displays the total sum of transaction amounts paid by the customer.
- Average Spend per Transaction:Displays the average value of transaction amounts paid by the customer.
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Student Age Distribution: This chart displays the total count of students (child profiles) by age for all time.
- Ages are rounded to the nearest whole number based on the birthday provided by the user.
- For example, a child who is 3.5 years old would be grouped as 4 years. You can always drill down the underlying data to view exact ages and birthdays for students.
- Ages are rounded to the nearest whole number based on the birthday provided by the user.
Workbook definitions:
When you view each workbook, you’ll see multiple columns of data as well as available filtering options. See below for a detailed explanation of each workbook. For a detailed explanation of each data set and column, view sample workbook data and column definitions here. To learn more about transforming data in your workbooks, please click here.
- Customers Report: This workbook contains specific fields that exist across existing client reports in Sawyer and provides information about a customer profile.
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Child Report: This workbook contains specific fields that exist across existing child reports in Sawyer and provides information about a child profile.
- Note: A child-customer pair does not necessarily represent parent/child relationship, but rather that the customer scheduled a class for the child. An individual child may also be duplicated across several users.
- For instance, if two individual parents each have a Sawyer account to book classes for a single child, that child is represented as two rows in this table.
- Form Fields Hub: This workbook contains specific fields that exist across client, child, and registration reports in Sawyer. It provides insights to all questions and individual responses to form fields and profile fields.
- Form Responses (supporting table)
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Form Responses Aggregate (supporting table)
- The aggregate view allows you to see high level summary data for responses to form field questions.
- For example: You can see the total count of responses for a multiple choice question such as level of experience or aggregated values for unique open ended responses.
Explore our reporting how to guides to learn more about best practices and tips and tricks to get the most out of our new Reporting Insights.