Navigate to the INSIGHTS module then to the CUSTOMERS section. Here, you will find the Summary: CRM Summary report. Click GO to run it.

The CRM Summary report is an instant report so there is no need to add in any parameters. 

• Customer relationship management is hugely important to monitor where you allocate your marketing budget. Are you attracting more first timers than existing customers? If not, you may need to increase your marketing spend on above the line activity.
• Simply put, if a customer does not re-attend they will lapse and are very unlikely to re-attend again after a set number of days. Therefore, understanding your lapsed threshold gives you clarity on how important it is to engage with your existing customer base within a set time frame.
• The CRM Summary report gives you an overview of future bookings too, therefore at the time of running the report you can see what the proportion of future bookings are from new customers vs. existing customers.
• You are unlikely to run this report on a daily or even weekly basis. However, by running it monthly it will ensure that these statistics stay central to your marketing strategy and planning of activity.