The Customer Details Dashboard
The Customer Details page is your searchable directory of everyone in your organization. Find any customer, then click their row to open a full profile with their lifetime value, complete purchase and refund history, active subscriptions, and the products they own.
What you'll see
The page is one big, filterable table. Each row is a single person, and clicking a row slides their full profile in from the right.
The customer table
Each row shows a customer at a glance:
| Column | What it shows |
|---|---|
| Customer | The person's name on top, with their email beneath it. If we don't have a name on file, you'll see "Unknown." |
| LTV | Their lifetime value: total revenue from this person, with refunds already subtracted, shown in whole dollars. |
| Products | A pill with the number of distinct products this person has bought. |
| Customer Since | The month and year they became a customer (for example, "Apr 2026"). |
| Last Purchase | The date of their most recent purchase. |
| Status | A colored badge summarizing their subscription relationship (see below). |
The Status badge tells you where each customer stands:
| Badge | Meaning |
|---|---|
| Active Sub (green) | Has at least one currently active subscription. |
| Canceled (red) | No active subscription, but had one that was canceled or ended. |
| One-time (grey) | Bought from you but never subscribed. |
If someone has both an active and a canceled subscription, they show as "Active Sub" — active always wins.
The profile drawer
Click any customer row and their profile slides in. Click the same row again, the "×", or the dimmed area to close it.
At the top you'll always see their name, email, and four key stats:
| Stat | What it shows |
|---|---|
| Lifetime Value | Total net revenue from this person, in whole dollars. |
| Charges | How many individual charges they've had. |
| Products | How many distinct products they own. |
| Customer Since | The month and year they became a customer. |
Below the stats are two tabs:
Activity shows the Purchase Timeline — a vertical, newest-first history (up to the 100 most recent events) that blends three kinds of events:
- Purchases — the product name and amount, marked either "New purchase" (their first charge for that sale, shown with a star) or "Rebill" (a recurring charge). The platform it came from is noted too.
- Refunds — the product name with the amount shown in red as a negative number, labeled "Refund."
- Subscription starts — the product and a note like "Monthly subscription started." Subscription-start rows don't show a dollar amount; that lives in the Profile tab.
Each event is dated on the right (month and day for this year, month and year for older events). If there's nothing yet, you'll see "No activity."
Profile shows the customer's details in three sections:
- Contact Info — email, any other emails on file, phone, and the date of first contact.
- Active Subscriptions — one row per active subscription (highest-priced first), showing the product, the billing interval, when it started, how many months it's been active, and the price per month or per year.
- Products Owned — a pill for each distinct product the customer has bought, listed alphabetically.
How to use it
Everything happens through the controls row above the table and by clicking rows.
- Search for anyone using the search box. Name, email, and alternate emails/phones match on partial text, so you don't need the exact spelling. You can also paste a charge ID, payment ID, or subscription ID to jump straight to that customer — but those IDs must be entered in full, since they match exactly.
- Filter by lifetime value with the LTV dropdown. Pick a band like "$100 - $500" or "$1,000+" to focus on a spend tier. The default is "All LTV."
- Filter by product with the Products dropdown to see only customers who bought a specific product. The list shows every product you've actually sold, alphabetically, and becomes searchable once you have more than eight.
- Show or hide leads with the "Customers Only" toggle. It's on by default, so you only see people who have purchased. Turn it off to include leads and other non-buyers.
- Sort the table by clicking a column header (Customer, LTV, Customer Since, or Last Purchase). Click once to sort, click again to flip the direction. The arrow shows which column is active and which way it's pointing. By default the table is sorted by Last Purchase, newest first.
- Open a profile by clicking any row. Click it again to close.
- Page through results using the controls at the bottom. The table shows 50 customers per page, and the count on the left tells you which slice you're viewing out of the total.
To pull up one specific person, the fastest path is usually the search box. To work through a segment (say, your highest-value subscribers), set the LTV band, leave "Customers Only" on, and sort by LTV.
This page can also be reached from the Customer dashboards in the top menu — the Top Customers list there links directly here and opens the right person's profile for you.
Good to know
- This is an all-time view. There is no date range on this page. Lifetime value, purchase counts, "Customer Since," and "Last Purchase" are all-time figures and aren't affected by any date filter you may have used elsewhere.
- What counts as a purchase. Product counts, the Products dropdown, the "Products Owned" pills, and the product filter all count only successfully paid charges. Pending or failed charges don't show up in those places.
- What counts as a customer. A customer is someone flagged as having actually purchased. With "Customers Only" on (the default), leads and non-buyers are hidden — turn it off to see them.
- Lifetime value is net of refunds. LTV already has refunds subtracted, so it reflects what a customer is truly worth. Refunds appear in the timeline as their own red, negative entries, but they don't reduce the product counts or remove items from "Products Owned."
- Customer Since vs. First Contact. "Customer Since" is when someone became a paying customer. "First Contact" on the Profile tab falls back to when we first created their record if no customer date exists, so it can be earlier.
- New purchase vs. Rebill. In the timeline, "New purchase" is the first charge of a given sale; "Rebill" is a later recurring charge on the same thing.
- Dates reflect when things happened. Timeline dates use the date the actual event occurred (the purchase, refund, or subscription start), never the date we imported it. They're shown in your organization's configured timezone, which defaults to UTC if it hasn't been set — so near-midnight events can land on the adjacent day if your timezone isn't set.
- No duplicate people. When the same person is detected across multiple records, those duplicates are merged, so each customer appears only once.
- The Products dropdown only lists products that have sold. A product in your catalog that has never had a paid sale won't appear as a filter option (this is on purpose, so the filter never returns an empty list).
- Sorting pushes blanks to the bottom. Customers with no lifetime value or no last-purchase date always sort to the end, whichever direction you sort.
- Some history may be capped. The timeline shows the 100 most recent events and the table shows 50 customers per page, so a very high-volume customer may have older activity that isn't displayed in their timeline.
Need a hand?
Click the Ask Data Curator button inside Data Curator for instant answers, or reach our support team at support@datacurator.co and we'll get you running.