Reports

Using the Compare Customers report

The Compare Customers report lets you compare customer segments side by side to analyze metrics like Customers, Orders, Revenue, ACO, and LTV over time. Choose a date range, add segments, and switch between chart, cards, and metrics views.

How to compare customer segments

1

Open the Compare Customers report

Go to Customers and select the Compare tab, or navigate directly to the Customers Compare page.

2

Add customer segments

Click + Add segments and select the saved customer segments you want to compare. You can compare multiple segments in the same view.

3

Set the date range and metric

Use the date picker in the top right to choose the time period. Click a metric tab – such as Customers, Orders, Revenue, ACO, or LTV – to control what data appears in the chart and table.

4

Choose a time grouping

Use the granularity dropdown to group data by Day, Week, Month, Quarter, or Year.

5

View and analyze the comparison

Switch between view modes to see the data in different formats:

  • Cards: Summary cards with sparklines and key totals for each segment

  • Metrics: A table with totals for each segment

  • Periods: A breakdown by time period

Each card shows the segment’s performance relative to the leader in the comparison.

6

Export the comparison

Click the Export button to download the comparison data as a CSV file.

What's next

Period limits

Each comparison is limited to a maximum of 120 periods. If your chosen date range exceeds this limit for the selected granularity – for example, more than three months of daily data or more than two years of weekly data – reduce the date range in the top right date picker. This keeps the report fast and responsive.

Was this helpful?