Customer Database

Description

Know your customers and keep them coming back. Store contact details and purchase history, and the database tags each customer as active, at risk or lapsed, with loyalty tiers.

What it does

• Customer details with city, segment and birthday
• Lifetime spend, orders and last purchase date
• Status: Active, At risk or Lapsed, based on your own day limits
• Loyalty tiers from total spend
• Dashboard with top customers, segments, cities and birthdays

How it works

1. Settings: set at-risk and lapsed day limits and loyalty tier levels.
2. Customers: add customers and update spend and last purchase date.
3. Dashboard: spot at-risk customers and plan follow-ups.

What’s inside

Start Here guide, Dashboard (12 headline numbers and 6 charts), Customers, Analysis and Settings sheets.

Good to know

• Excel and Google Sheets: open it in Microsoft Excel, or upload it to Google Drive and choose Open with → Google Sheets. Formulas, dropdowns and charts carry over.
• Colour-coded: blue cells are for your entries, grey cells calculate automatically, so you can’t break a formula by accident.
• Sample data included: a demo business fills every sheet so the dashboard works from day one. Clear the blue cells when you start.
• Any currency: amounts show without a symbol, and you set your currency once in Settings.

Want every template?

This template is part of the Small Business Complete Bundle: all 38 templates in six workbooks, each with its own dashboard.

Delivery

Instant download right after payment. The download link is also emailed to you and works up to 5 times within 30 days. One-time payment, no subscription. As a digital product, it is non-refundable once downloaded, but if a file is faulty we fix it, replace it or refund you. See our refund policy.