Help CenterCustomer Insight Lab

Customer Insight Lab

A full customer analytics toolkit — from segmentation and churn to pricing and brand perception. Upload your data once and run any of 30+ analyses across four business questions.

Overview

30+ customer analyses

Segmentation, churn, satisfaction, pricing, and brand — all in one toolkit.

Upload once, analyze many

Load your CSV once and run any analysis without re-uploading.

Export & AI Chat

Download results as CSV, PNG, or Word — or ask the AI Chat to interpret your findings.

What you need

Data file: CSV or Excel with customer transaction or survey data
Variable types: Numeric, categorical, or text depending on the analysis
Or no file at all: Some analyses run from on-page inputs alone

What you can do

Segment customers: RFM, LCA, CLV, personas, and value migration
Predict churn: Identify at-risk customers before they leave
Optimize pricing: Van Westendorp, Gabor-Granger, conjoint, MaxDiff
Track brand health: Brand funnel, perception maps, equity tracking

How it works

Some analyses need no file at all

Some analyses run purely from on-page inputs — no upload required. Others use your uploaded data. Either way, when you do upload, one file works across every analysis in this lab.

1

Select an analysis

Pick an analysis from the sidebar. Before any data is loaded, the page opens on an intro screen for that analysis.

Select an analysis
Select an analysis
2

Check what it needs

The intro splits inputs into REQUIRED (needed to run) and OPTIONAL ones that refine the result. Map the columns you have. Use the Guide or load the sample dataset to see the format.

Check what it needs
Check what it needs
3

Upload or set inputs

Drag a CSV or Excel file anywhere onto the page — a drop zone appears; release to upload. One upload works across every analysis. Input-only analyses just take values on the page.

Upload or set inputs
Upload or set inputs
4

Map your columns

Open the Variables dropdown and match your columns to the fields each analysis needs. Most auto-detect from the names; the result renders as soon as they’re mapped — no Run button.

Map your columns
Map your columns

On an analysis page

At the top of every analysis page you'll find a Variables dropdown — assign your columns to the fields each analysis needs (most fields auto-detect from the column names) — and a Guide button that explains the method. Both stay at the top while you work.

Top bar — Guide and Variables
Top bar — Guide and Variables
Guide panel
Guide panel

Reading your results

Once it renders, the result comes in two parts: a plain-language Summary with the headline finding and key findings, followed by the detailed output — metric cards, tables, and charts.

Summary
Summary
Detailed output
Detailed output

AI Chat — ask anything about your result

Once an analysis runs, a circular toggle button appears at the bottom of the results panel. Click it to open AI Chat — the AI already knows which analysis was run and what the result was, so you can ask follow-up questions without re-explaining the context.

Explain results in plain language

Translates output into plain sentences — useful for stakeholders who don't read statistics.

Interpret key numbers

Ask about any metric in the result — what it means, whether it's significant, and why it matters.

Suggest next steps

Ask what the result implies in practice and what you should consider doing next.

Draft a summary

Request a written paragraph based on the result, ready to copy into a report or presentation.

AI Chat panel
AI Chat panel

Analysis sections

Customer Insight Lab organizes its analyses into 4 sections by business question.

Customers

Who are your customers and what are they worth?

Segments

Customer Segments

Cluster customers into groups by behavior and demographics — k-means or hierarchical clustering with profile breakdown.

LCA Segmentation

Latent Class Analysis — uncover hidden segments from categorical survey responses with class-membership probabilities.

Customer Personas

Turn segments into named, descriptive personas with representative traits, needs, and behaviors.

Customer Value

CLV / LTV

Customer Lifetime Value — projected net profit per customer over the relationship, from retention and margin inputs.

CAC vs LTV

Weigh acquisition cost against lifetime value to test whether each customer pays back.

High Value Customers

Rank and flag the top customers by spend, margin, or value contribution (the Pareto 20%).

Profit Segments

Group customers by profitability tier to see who drives — or drains — the bottom line.

Value Migration

Track how customers move between value tiers over time — upgrading, downgrading, or churning.

Loyalty

Why do customers stay or leave?

Satisfaction

Satisfaction Dashboard

Headline view of CSAT, NPS, and CES with trends and segment breakdowns.

CSAT Detail

Customer Satisfaction Score — distribution, drivers, and drill-down by segment or touchpoint.

CES Detail

Customer Effort Score — how hard it is to do business with you, with effort-driver analysis.

Retention

Churn Prediction

Model which customers are likely to leave, with risk scores and the factors driving each.

Cohort Retention

Track retention by signup cohort over time in a retention curve and heatmap.

Lifecycle Stage

Classify each customer into a lifecycle stage — new, active, at-risk, dormant, lost.

Win-back Targets

Identify lapsed customers worth re-engaging and estimate win-back potential.

Next Best Action

Recommend the most effective next offer or contact for each customer.

Voice of Customer

Sentiment Analysis

Score open-text feedback as positive, neutral, or negative, with trends over time.

Topic Modeling

Surface the recurring themes in reviews or comments without predefined categories.

Review Insights

Mine product and service reviews for strengths, weaknesses, and frequent mentions.

Complaint Detection

Flag and categorize complaints in free-text feedback for triage.

Behavior

How do customers act and where do they go?

Behavior

Customer Journey

Map the sequence of touchpoints customers follow from first contact to purchase and beyond.

Repeat Purchase

Measure how many customers buy again and how repeat behavior differs by segment.

Purchase Frequency

Analyze how often customers buy and the gaps between orders.

RFM Analysis

Score customers on Recency, Frequency, and Monetary value to rank engagement and worth.

Basket Analysis

Find products frequently bought together using association rules (support, confidence, lift).

Drop-off Funnel

Trace where prospects fall out of a multi-step funnel and quantify each step’s conversion.

Experience

Store vs Online Satisfaction

Compare satisfaction across physical and digital channels side by side.

Channel Preference

Identify which channels each segment prefers for browsing, buying, and support.

Touchpoint Analysis

Rate satisfaction and importance at each touchpoint to find priority fix-points.

Service Delay Impact

Quantify how wait times and delays affect satisfaction and retention.

Strategy

What to sell, at what price, and how to position?

Pricing

Price Sensitivity Meter

Van Westendorp PSM — find the acceptable price range and optimal price point from survey data.

Gabor-Granger

Estimate demand and revenue across price points to locate the revenue-maximizing price.

Optimal Price Finder

Combine willingness-to-pay with cost to recommend a profit-maximizing price.

Choice Modeling

Conjoint Analysis

Decompose product choices into part-worth utilities for each attribute and level.

MaxDiff

Best-worst scaling — rank features or messages by relative importance from trade-off choices.

AHP

Analytic Hierarchy Process — derive priority weights from pairwise comparisons with a consistency check.

Market Share Simulator

Simulate how share shifts as you change product features or price.

Brand

Brand Funnel

Track awareness → consideration → preference → purchase → loyalty conversion at each stage.

Perception Map

Position brands on a 2-D map of key attributes to reveal competitive whitespace.

Brand Equity Tracker

Measure and trend brand equity across awareness, associations, and loyalty.