Customer Capture Rate

This report lets you see how effectively each employee is capturing a customer’s information at the time of a sale.

  • Role

    Owner / Manager

  • Job

    Train employees to capture customer data

  • Recommended Use


Benefits to You:

    More successful targeted marketing campaigns.
    • Capturing the emails of the customers means you can reach out to them about new products they may enjoy, or with promotions to encourage them to come back to the store. Ensuring that customer’s info is captured means your marketing campaigns can reach a larger audience.
    Avoid duplicate and inaccurate data.
    • Capturing more of the customer’s information means you are creating more ways of finding that customer in the future. Doing this helps make sure the customer isn’t added into your system again when the employee is not able to find their information. By avoiding duplicate profiles, you avoid having inaccurate marketing reports plus hours spent cleaning up the data in the future.
  • Improved Employee Performance
    • Provide a clear goal for employees, and identify the top performers for this goal.
    • Use this report to identify missing store processes that may be causing employees to not be entering customer information.

How it's calculated:

  • This report lists the percentage of all sales over the last 30 days that had: customer name, email, phone number and address associated with it.
  • Address signifies the inclusion of a zip code, not the full address.
  • Time Stamp is set to the last complete month, meaning it shows your employees’ performance for the last calendar month.
  • The default dimension is employee name. This is the employee responsible for the transaction, not necessarily the employee who first entered the customer’s information.

Additional Variations:

By Month
  • The default report, but grouped by month instead of by employee name, so that you can see whether your capture rate has improved over time.
By Shop
  • For multi-shop owners, the default report but grouped by shop instead of by employee, so you can compare the capture rate across your locations.

Next Steps:

  • Set a team goal for capture rate and a timeline to reach that goal.
  • Run a training session with employees.
  • If the capture rate is high, plan an upcoming marketing campaign with confidence.