BI dashboard

Deeper analysis of the last 12 months (or the period set in Store settings → BI dashboard): customer behaviour, product portfolio, invoice aging, quotation conversion and a full PDF report. To ask questions about your data, press Ask StartAI at the bottom corner.

Steps

  1. On your own store, ask about your data with StartAI, the floating button on every screen (see AI assistant chat). A demo store shows an "Ask about your data" box here that answers a few questions in the browser.
  2. In Customers, review New vs returning customers, Customer lifetime value, Churn risk and Cohort retention.
  3. Click a Churn risk tier (High, Medium, Low · view list) to see exactly which customers fall in it.
  4. In Products, click a cell of the ABC–XYZ matrix to list its products, and check Product sales trends and Return rate by product.
  5. In Collections & pipeline, read Invoice aging (0–30, 31–60, 61–90, 90+ days) and the Quotation win rate.
  6. Click Export report for a print-ready report of every chart with its key figures and data tables: Print / Save as PDF, or CSV of all tables.
  7. Click ⓘ on any chart to open the breakdown table, then export it as CSV, Print / PDF or send it by WhatsApp.

Tips

  • Figures come from the store's whole history, with today and months in the store's time zone. Refresh asks for the latest figures; they also refresh on their own while the page is open (Store settings → BI dashboard sets how often, the period and the thresholds).
  • Walk-in sales (no customer, or the counter's cash / walk-in customer) are excluded from customer analysis, so lifetime value and churn reflect named customers only.
  • The Ask box is a demo of the Claude (MCP) integration and answers a fixed set of questions; other questions get a hint to try the suggestions.
  • Quotation win rate = quotations invoiced ÷ all quotations in the period; a quotation counts as won once a sales invoice is made from it. Cancelled and deleted quotations are not counted.

In the app, press F1 or ? on this screen to open this guide next to your work.

This guide belongs to the Analytics & BI module. Learn more

Related guides

More guides in Dashboards & reports

All guides

Still need help?

Our team answers in Arabic and English by email and phone.

Contacthello@starterp.org