Group-By Panel

    A lightweight pivot table above the CRM that lets you slice your customer base by any dimension — RFM segment, churn band, tag, tier, signup month — and instantly see counts, revenue and AOV per group.

    Using it

    1. Open the Customers CRM page.
    2. Choose a dimension from the Group By selector at the top of the table.
    3. The panel updates to show one row per group with customer count, total spend and average order value.
    4. Click any group row to filter the CRM table to just those customers.

    Export

    Every group-by view can be exported as CSV for ad-hoc reporting or sharing with your team.