CRM Analytics — Know your customers. Grow your revenue.

Why CRM Analytics

Move from data » decisions

Stop exporting CSVs. Stop building one-off pivot tables. Get a single living snapshot of every customer — updated monthly, segmented automatically, ready to act on.

Find your VIPs automatically

A six-tier ladder — Diamond, Platinum, Gold, Silver, Bronze, Passive — updates every month based on consumption, basket size and frequency. Your sales team always knows where to focus.

See it in action

Catch churn before it costs you

Lifecycle events flag every customer who just left or just came back. Save the relationship before the next renewal — and celebrate the wins when they return.

See lifecycle events

See what's working, monthly

Watch your value-tier mix shift month over month. Did the new pricing push more customers into Gold? Did the spring campaign reactivate churned accounts? You'll know in seconds.

See trends

Features

Always know who matters most

The Value Tier ladder turns six months of purchases into a one-glance picture of customer worth. Diamond customers get the white-glove treatment. Bronze customers get the next-step nudge. Passive customers get the win-back campaign.

Six-tier hierarchy with deterministic, explainable rules
Recalibrated automatically as your customer base evolves
Filterable, searchable, exportable to CSV in one click

See tier mix →

Donut chart showing the active customer mix by Value Tier

Lifecycle events

Don't lose a customer to silence

Every month, every customer gets one of three lifecycle flags — New, Lost, or Reactivated — computed from cumulative purchase windows. No machine-learning black box. No magic. Just rules a CFO would sign off on.

New

First-ever consumable purchase this month

Lost

Last purchase fell out of the 12-month window

Reactivated

Came back after a long stretch of silence

Mobile-first

Run the boardroom from a phone

The whole dashboard ships as a single static page. Bootstrap 5 means it works on a 4-inch iPhone, a 27-inch monitor, or anything in between. No app store, no install — just a URL.

Responsive grid, sticky nav, hamburger menu on small screens
Loads in under a second — data is pre-aggregated server-side
Works offline once the page is open

Use cases

Built for every team that touches the customer

One snapshot, four perspectives. Each role gets the slice they need — without waiting on the data team.

Marketing

Run campaigns against precise tier segments. Target Reactivated customers with thank-you nudges. Target Passive customers with win-back offers.

Sales

Know who to call next. Diamond and Platinum customers always at the top, with a fresh list every month based on real purchase behaviour.

Founders & Ops

See the unfiltered customer story without scheduling a BI ticket. One URL, every metric, every month.

Data teams

A clean, AI-ready snapshot table you can extend. Plug in LLMs, forecasting, or BI tools — all the heavy SQL is done.

Modern stack

Modern, battle-tested tech

No proprietary lock-in. Every layer is open and well-known — so any data analyst, engineer or AI agent can audit, extend, or self-host the system in an afternoon.

Python

Generation, build, exports

SQLite

Single-file analytical store

Plotly.js

Interactive charts

Bootstrap 5

Mobile-first UI

AI-ready

Schema designed for LLM & ML workflows

Self-hosted

Data never leaves your machine

How it works

From CSVs to a live dashboard, three commands

No setup wizards. No accounts. No SaaS bills.

01

Drop in your data

Three CSVs — customers, products, transactions — or use the built-in synthetic generator to test the pipeline end-to-end.

python scripts/generate_data/generate.py

02

Run the calculation

One command builds the SQLite database, runs the segmentation SQL for the last 12 months, and writes the customer snapshot.

python db/build.py

03

Open the dashboard

Generate the static site and host it anywhere — GitHub Pages, S3, your laptop. Zero servers, zero subscriptions.

python scripts/build_report.py

Why not Excel?

A serious upgrade from "that monthly spreadsheet"

	Excel pivot tables	Heavy BI tool	CRM Analytics
Time to first dashboard	days	weeks	5 minutes
Auditable segmentation rules		partial
Mobile dashboards		paid add-on
Your data leaves your machine	sometimes	always	never
Monthly cost	$0	$$$	$0 forever
AI / LLM extensibility		vendor-locked	open schema

FAQ

Common questions

Yes — the entire pipeline runs locally on your machine. No data is uploaded anywhere. The dashboard is a static page that you can host on infrastructure you already control (GitHub Pages, S3, an internal server, or even just open the file from your filesystem).

Five minutes. Three commands. The repo includes a synthetic data generator so you can see the dashboard fully populated before plugging in your real CSVs.

Absolutely. The whole calculation lives in one readable SQL file. Open it, change a threshold, re-run the build. The business-logic spec is also in the repo — rules first, code second.

Fully responsive. Built on Bootstrap 5 with a mobile-first grid — navbar collapses, charts resize, tables scroll horizontally where needed. Your sales team can review tier changes between meetings.

The core segmentation is rule-based by design — explainable, auditable, no black boxes. The output schema is intentionally AI-ready: clean rows, named features, monthly snapshots. Plug in an LLM for natural-language summaries or a forecasting model for churn prediction whenever you're ready.

Yes. Export any filtered customer list as CSV, query the SQLite file directly from any language, or hit the JSON snapshot the dashboard reads. Hooking it into Salesforce, HubSpot, Slack, or a marketing automation tool is a few lines of code.

Nothing. MIT licensed, free to use commercially, free to modify, free to redistribute. Forever.

Ready when you are

See your customers like you've never seen them before

Open the live dashboard now — no signup, no install, no email required. Just click and explore.

Try the live demo View on GitHub

Star us on GitHub if you find it useful.