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Card class: Card

At a glance

What it countsDistinct Customer No. with at least one Posted Sales Invoice in window.
Tax treatmentn/a.
Currencyn/a.
Time window30D
Alert trigger-
Rolesowner, finance

Calculation

Calculated automatically from your Microsoft Dynamics 365 data. See the At a glance summary above for what the metric tracks and the worked example below for a typical reading.

Worked example

US distributor: 482 active customers in 30D. Compared to 1,420 total customers in BC, 34% activation rate. Drives ABM and reactivation campaigns.

Sibling cards merchants should reference together

CardWhy pair
Top CustomersTop of the active list.
Customer Churn SignalsCustomers stopping.
Average SO ValuePer-active-customer revenue.

Reconciling against the vendor’s own dashboard

Where to look in Business Central:
Customer List > Statistics Power BI > Sales Insights > Active Customers tile
Why may differ:
ReasonDirectionWhy
Multi-Company aggregationCard sums distinct
Cross-connector reconciliation: shopify.unique_customers for DTC.

Known limitations / merchant FAQs

Activation rate benchmark? B2B: 25-50% monthly. DTC: typically much higher. Multi-Company: same customer in two Companies counted twice? By Customer No. dedup; once per workspace. Inactive customers: how to reactivate? Pair with Customer Churn Signals.

Tracked live in Vortex IQ Nerve Centre

Active Customers is one of hundreds of KPI pulses Vortex IQ tracks across Microsoft Dynamics 365 and 70+ other ecommerce connectors. Nerve Centre runs the detection layer; Vortex Mind investigates the cause when something moves; Ask Viq lets you interrogate any number in plain English. Start for free or book a demo to see this metric running on your own data.