# Customer Summary

> Explore the Customer Summary dashboard with ISV Analytics for enhanced app usage tracking, license management, and customer engagement.

# Customer Summary

Use the _Customer Summary_ dashboard to monitor how a specific customer uses your app, what license they're using, and whether any exceptions occurred.

The customer summary is embedded on the account and lead record pages, allowing you to see all the relevant data directly from the customer record view. Open the `ISV Analytics` app from the App Launcher and navigate to the `Accounts` or `Leads` tab. Select the account or lead you are interested in.

You can find the embedded dashboard under the `ISV Analytics` tab.

![Customer Summary](img/accountCustomerSummary.png)

At the top, you can find the following information:

- _License Status_ - Status of the customer license. Can be _Active_, _Trial_, _Expired_ or _Suspended_.
- _Expiration Date_ - Indicates when the current license for your app will expire.
- _Total Active Users_ - Represents how many users are actively using your app.
- _Seats_ - Refers to the total number of available licenses or “seats” that have been purchased or allocated for use.
- _Used Seats_ - Shows the number of seats that are currently in use.
- _License Utilization_ - Provides a percentage that represents the ratio of used seats to total available seats.

Below, there are separate sections dedicated to different metrics visualizations.

## Usage Summary

The first section of the _Customer Summary_ dashboard displays data related to how the customer is using your app. It consists of the following components:

- _Features Usage_ - This chart breaks down the total number of interactions within the app, categorized by specific features. It displays interactions grouped by feature names.
  ![App Usage Summary for Customer](img/usageSummary.png)
- _App Usage Over Time_ - This visualization shows the overall app usage trend. It can be configured to reflect different groupings—monthly, quarterly, or yearly.
  ![Customer App Usage Over Time](img/usageOverTime.png)
- _Active Users Per Month_ - Displays how the total number of app users has changed over time in this customer's org.
  ![Customer App Users Over Time](img/usersOverTime.png)

## Unhandled Errors

You can check whether any uncaught errors occurred for the customer by navigating to the _Unhandled Errors_ section.

![Lead App Summary Unhandled Errors](img/leadSummaryUnhandledErrors.png)

## Custom Interactions

Finally, you can also visualize any custom events logged by your app that occurred for the specific customer. Navigate to the _Custom Interactions_ section to access this visualization.

![Customer App Custom Interactions](img/customInteractions.png)

## Use Filters for More Specific Results

There is a filter panel at the top of the Customer Summary dashboard that you can use to narrow down the displayed data. It contains the following filters:

- _Package Name_ - If you have published more than one AppExchange app, you can see the usage for all of them at once or select specific packages of your choice.
- _Interaction Date_ - The data visualized on this dashboard is based on the selected period of your app's usage. The _Interaction Date_ filter allows you to narrow the visualized usage date range.
- _License_ - A single account can have multiple licenses. Use the _License_ filter to display information for a specific license.
- _Usage Over Time Grouping_ - It applies to the _App Usage Over Time_ and _Active Users per Month_ diagrams and allows you to group data by _Month_, _Quarter_, and _Year_.

## What You Can Do with This Data

The data available in the _Customer Summary_ dashboard provides insights about specific customers that can be useful for your business:

- **Monitor Customer Health**: Observe whether the customer's app usage is stable and whether they utilize all purchased licenses.
- **Prevent Churn**: Contact the customer before their license expires. Fix issues causing exceptions before they affect the client.
- **Product Roadmap**: Observe how your key customers utilize the app and which features they use. Make informed product roadmap decisions.
- **Optimize Resource Allocation**: Analyze usage patterns by month, quarter, or year to predict future trends and allocate resources more effectively.

## Embed Customer Summary on Your Record Page

The Customer Summary dashboard is added out-of-the-box to _Account_ and _Lead_ record pages in the _ISV Analytics_ app.

However, you can add it to your own _Account_ and _Lead_ record pages.

1. Open a record page in the _Lightning App Builder_. You can do this by opening the destination record page and clicking the `Gear` icon > `Edit Page`.

![Edit Page](img/edit-page.png)

2. On the record page, search for `ISV Analytics Customer Summary`.

![Customer Summary](img/customer-summary.png)

3. Drag and drop the `ISV Analytics Customer Summary` onto your record page.

![Customer Summary on record page](img/customer-summary-on-record-page.png)

4. Click the `Save` button.