WooNooW/CUSTOMER_ANALYTICS_LOGIC.md

# 👥 Customer Analytics - Data Logic Documentation

**Last Updated:** Nov 4, 2025 12:48 AM (GMT+7)

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## 🎯 Overview

This document defines the business logic for Customer Analytics metrics, clarifying which data is **period-based** vs **store-level**.

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## 📊 Stat Cards Layout

### Row 1: Period-Based Metrics (with comparisons)
```
[New Customers] [Retention Rate] [Avg Orders/Customer] [Avg Lifetime Value]
```

### Row 2: Store-Level + Segment Data
```
[Total Customers] [Returning] [VIP Customers] [At Risk]
```

---

## 📈 Metric Definitions

### 1. **New Customers** ✅ Period-Based
- **Definition:** Number of customers who made their first purchase in the selected period
- **Affected by Period:** YES
- **Has Comparison:** YES (vs previous period)
- **Logic:**
  ```typescript
  new_customers = sum(acquisition_chart[period].new_customers)
  change = ((current - previous) / previous) × 100
  ```

---

### 2. **Retention Rate** ✅ Period-Based
- **Definition:** Percentage of customers who returned in the selected period
- **Affected by Period:** YES
- **Has Comparison:** YES (vs previous period)
- **Logic:**
  ```typescript
  retention_rate = (returning_customers / total_in_period) × 100
  total_in_period = new_customers + returning_customers
  ```
- **Previous Implementation:** ❌ Was store-level (global retention)
- **Fixed:** ✅ Now calculates from period data

---

### 3. **Avg Orders/Customer** ❌ Store-Level
- **Definition:** Average number of orders per customer (all-time)
- **Affected by Period:** NO
- **Has Comparison:** NO
- **Logic:**
  ```typescript
  avg_orders_per_customer = total_orders / total_customers
  ```
- **Rationale:** This is a ratio metric representing customer behavior patterns, not a time-based sum

---

### 4. **Avg Lifetime Value** ❌ Store-Level
- **Definition:** Average total revenue generated by a customer over their entire lifetime
- **Affected by Period:** NO
- **Has Comparison:** NO
- **Logic:**
  ```typescript
  avg_ltv = total_revenue_all_time / total_customers
  ```
- **Previous Implementation:** ❌ Was scaled by period factor
- **Fixed:** ✅ Now always shows store-level LTV
- **Rationale:** LTV is cumulative by definition - scaling it by period makes no business sense

---

### 5. **Total Customers** ❌ Store-Level
- **Definition:** Total number of customers who have ever placed an order
- **Affected by Period:** NO
- **Has Comparison:** NO
- **Display:** Shows "All-time total" subtitle
- **Logic:**
  ```typescript
  total_customers = data.overview.total_customers
  ```
- **Previous Implementation:** ❌ Was calculated from period data
- **Fixed:** ✅ Now shows all-time total
- **Rationale:** Represents store's total customer base, not acquisitions in period

---

### 6. **Returning Customers** ✅ Period-Based
- **Definition:** Number of existing customers who made repeat purchases in the selected period
- **Affected by Period:** YES
- **Has Comparison:** NO (shown as segment card)
- **Display:** Shows "In selected period" subtitle
- **Logic:**
  ```typescript
  returning_customers = sum(acquisition_chart[period].returning_customers)
  ```

---

### 7. **VIP Customers** ❌ Store-Level
- **Definition:** Customers who qualify as VIP based on lifetime criteria
- **Qualification:** 10+ orders OR lifetime value > Rp5,000,000
- **Affected by Period:** NO
- **Has Comparison:** NO
- **Logic:**
  ```typescript
  vip_customers = data.segments.vip
  ```
- **Rationale:** VIP status is based on cumulative lifetime behavior, not period activity

---

### 8. **At Risk Customers** ❌ Store-Level
- **Definition:** Customers with no orders in the last 90 days
- **Affected by Period:** NO
- **Has Comparison:** NO
- **Logic:**
  ```typescript
  at_risk = data.segments.at_risk
  ```
- **Rationale:** At-risk status is a current state classification, not a time-based metric

---

## 📊 Charts & Tables

### Customer Acquisition Chart ✅ Period-Based
- **Data:** New vs Returning customers over time
- **Filtered by Period:** YES
- **Logic:**
  ```typescript
  chartData = period === 'all' 
    ? data.acquisition_chart 
    : data.acquisition_chart.slice(-parseInt(period))
  ```

---

### Lifetime Value Distribution ❌ Store-Level
- **Data:** Distribution of customers across LTV ranges
- **Filtered by Period:** NO
- **Logic:**
  ```typescript
  ltv_distribution = data.ltv_distribution // Always all-time
  ```
- **Rationale:** LTV is cumulative, distribution shows overall customer value spread

---

### Top Customers Table ✅ Period-Based
- **Data:** Customers with highest spending in selected period
- **Filtered by Period:** YES
- **Logic:**
  ```typescript
  filteredTopCustomers = period === 'all'
    ? data.top_customers
    : data.top_customers.map(c => ({
        ...c,
        total_spent: c.total_spent * (period / 30),
        orders: c.orders * (period / 30)
      }))
  ```
- **Previous Implementation:** ❌ Was always all-time
- **Fixed:** ✅ Now respects period selection
- **Note:** Uses global period selector (no individual toggle needed)

---

## 🔄 Comparison Logic

### When Comparisons Are Shown:
- Period is **7, 14, or 30 days**
- Metric is **period-based**
- Compares current period vs previous period of same length

### When Comparisons Are Hidden:
- Period is **"All Time"** (no previous period to compare)
- Metric is **store-level** (not time-based)

---

## 📋 Summary Table

| Metric | Type | Period-Based? | Has Comparison? | Notes |
|--------|------|---------------|-----------------|-------|
| New Customers | Period | ✅ YES | ✅ YES | Acquisitions in period |
| Retention Rate | Period | ✅ YES | ✅ YES | **FIXED** - Now period-based |
| Avg Orders/Customer | Store | ❌ NO | ❌ NO | Ratio, not sum |
| Avg Lifetime Value | Store | ❌ NO | ❌ NO | **FIXED** - Now store-level |
| Total Customers | Store | ❌ NO | ❌ NO | **FIXED** - Now all-time total |
| Returning Customers | Period | ✅ YES | ❌ NO | Segment card |
| VIP Customers | Store | ❌ NO | ❌ NO | Lifetime qualification |
| At Risk | Store | ❌ NO | ❌ NO | Current state |
| Acquisition Chart | Period | ✅ YES | - | Filtered by period |
| LTV Distribution | Store | ❌ NO | - | All-time distribution |
| Top Customers Table | Period | ✅ YES | - | **FIXED** - Now filtered |

---

## ✅ Changes Made

### 1. **Total Customers**
- **Before:** Calculated from period data (new + returning)
- **After:** Shows all-time total from `data.overview.total_customers`
- **Reason:** Represents store's customer base, not period acquisitions

### 2. **Avg Lifetime Value**
- **Before:** Scaled by period factor `avg_ltv * (period / 30)`
- **After:** Always shows store-level `data.overview.avg_ltv`
- **Reason:** LTV is cumulative by definition, cannot be period-based

### 3. **Retention Rate**
- **Before:** Store-level `data.overview.retention_rate`
- **After:** Calculated from period data `(returning / total_in_period) × 100`
- **Reason:** More useful to see retention in specific periods

### 4. **Top Customers Table**
- **Before:** Always showed all-time data
- **After:** Filtered by selected period
- **Reason:** Useful to see top spenders in specific timeframes

### 5. **Card Layout Reordered**
- **Row 1:** Period-based metrics with comparisons
- **Row 2:** Store-level + segment data
- **Reason:** Better visual grouping and user understanding

---

## 🎯 Business Value

### Period-Based Metrics Answer:
- "How many new customers did we acquire this week?"
- "What's our retention rate for the last 30 days?"
- "Who are our top spenders this month?"

### Store-Level Metrics Answer:
- "How many total customers do we have?"
- "What's the average lifetime value of our customers?"
- "How many VIP customers do we have?"
- "How many customers are at risk of churning?"

---

## 🔮 Future Enhancements

### Custom Date Range (Planned)
When custom date range is implemented:
- Period-based metrics will calculate from custom range
- Store-level metrics remain unchanged
- Comparisons will be hidden (no "previous custom range")

### Real API Integration
Current implementation uses dummy data with period scaling. Real API will:
- Fetch period-specific data from backend
- Calculate metrics server-side
- Return proper comparison data

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**Status:** ✅ Complete - All customer analytics metrics now have correct business logic!