Know Your Customer
The Know Your Customer module of COSMO Analytics (BC on Fabric).
The Know Your Customer (KYC) module turns Dynamics 365 Business Central sales data into a dedicated customer-intelligence view. Built on the Sales semantic model, it focuses on customer behaviour rather than pure revenue: it reveals who your new, loyal, temporarily lost and churned customers are, warns you before a loyal customer goes silent, clusters accounts by order frequency and monetary value so you can set the right service level, and uncovers which products are bought together so you can drive up- and cross-sell. Daily and monthly sales pages, an employee view and a natural-language Q&A page round out the picture, all with built-in time intelligence and multi-company support.
Key capabilities
- Customer loyalty and cohort analysis to spot critical churn periods after acquisition
- Churn early-warning based on each customer's expected next order date
- Customer clustering by order frequency and monetary value (Diamonds vs. Poor Dogs, ABC)
- Shopping-basket (market-basket) analysis with uplift, confidence and support
- New / lost / recovered / temporarily-lost customer tracking and retention rate
- Daily and monthly sales monitoring with 7-day moving average and run-up curves
Who is it for
| Persona | Focus |
|---|---|
| Sales & Marketing Manager | Grow and protect the customer base; steer acquisition, retention and cross-sell. |
| Key Account Manager | Prioritise accounts and service levels; keep top customers active and buying. |
| Managing Director (GF / CEO) | Overall customer health, acquisition dynamics and short-term sales pulse. |
| Category / Sales Manager | Product mix, employee performance and self-service exploration. |
Navigate the module
- Key business questions: What can I analyze?
- Semantic model: Overview · Facts · Dimensions · KPIs
- Standard reports: Overview · Daily Sales · Monthly Sales · Customer Loyalty · Churn - Early Warning System · Customer Clustering · Shopping Basket Analysis · By Customer · By Item · By Employee
At a glance, the know your customer semantic model ships 403 measures, 34 dimensions and 1 fact table(s).
Tip
Have an ad-hoc know your customer question? Build your own report on the shipped semantic model in Power BI in just a few clicks - the measures, dimensions and time intelligence are ready to use.