Customers
Customers are automatically created from transaction data. Every unique email address becomes a customer record.How Customers Are Created
Customers come from two sources:- Transaction extraction — After each sync, unique email addresses from transactions are matched or created as customer records. Tagged with
Txnbadge. - NMI Customer Vault — If your NMI account uses the Customer Vault for stored cards, those records are synced directly.
Customer List
| Column | Description |
|---|---|
| Name | First + last name from transaction data |
| Primary identifier — used for deduplication | |
| Transactions | Number of successful (approved/settled) transactions |
| Total Spent | Lifetime revenue from this customer (successful only) |
| Last Purchase | Date of most recent transaction |
Metrics Bar
- Total — All customers in the selected date range
- Avg LTV — Average lifetime value across all customers
- New This Month — Customers whose first transaction was in the current calendar month
- Repeat Rate — Percentage of customers with 2+ successful transactions
Customer Detail
Click any customer to view their full profile:Overview Cards
- Total Spent — Lifetime revenue (successful transactions only)
- Transactions — Count of successful transactions
- Credit Balance — Account credit balance
- Last Purchase — Date of most recent transaction
Contact Information
Email, phone (if captured in transactions)Subscriptions
Any detected or NMI subscriptions linked to this customer. Click to view subscription detail.Payment History
Full transaction history for this customer with status, payment method, amount, and date. Paginated with clickable rows.Risk Indicators
Requires Growth tier or above
- Health Score — 0-100 based on payment success rate, tenure, activity, frequency, and revenue
- Decline History — Count and reasons for declined payments
- Approval Rate — Personal approval rate vs. portfolio average