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Customer Analytics

Understand which customers matter most, which ones need attention, and which have gone quiet — combining per-customer lifetime value with AI-assisted segmentation via the Billing Agent.

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Per-Customer Lifetime Value

Every customer’s detail page shows a financial overview calculated from their real payment history:
This is a true lifetime-to-date figure based on actual paid transactions — not an estimate or projection.
Open any customer from Customers in your dashboard to see this breakdown alongside their orders, invoices, and subscriptions.

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AI-Assisted Segmentation (Billing Agent)

PayRequest doesn’t calculate a single “churn rate” percentage. Instead, the Billing Agent (an in-dashboard AI assistant) can find and tag customers matching specific risk or value criteria on demand:

At-Risk Customers

Customers with an invoice overdue by more than 7 days, or a subscription with a failed status. Ask the Billing Agent to “tag at risk” to find and tag them in one step.

Inactive Customers

Customers with no new invoices, orders, or subscriptions in the last 60 days. Ask “inactive customers” to surface them.

Top Customers

Customers ranked by total paid invoice revenue — your highest-value relationships. Ask “top customers” to see the list.

Missing Data

Customers missing an email address, so you can clean up your contact data. Ask “missing email”.
The Billing Agent responds to natural-language requests — try phrases like “churn risk”, “dormant customers”, or “highest revenue” and it will match the closest action.

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FAQ

Not as a standalone percentage today. Use the Billing Agent’s “at risk” and “inactive” segments as your churn signal, and act on them by tagging and following up.
Yes — it’s based on paid invoices and completed orders, which includes invoices generated by subscription billing cycles.
The Billing Agent can tag matching customers, and tagged customers can then be exported via Export Functions filtered by that tag.

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Next Steps

Customer Profiles

See the full customer record, including LTV and outstanding balance

Tags System

Segment customers with tags for exports and automation

Export Functions

Export a tagged customer segment to CSV