Blue Onion

Order Breakdown

Customer Lifetime Value

Customer Retention

Dollar Retention

Orders by Customer Type Over Time

Average Order Value

Refund Rates

Calculating COGS

The Customer Intelligence dashboards are retiring on August 1, 2026. If you currently use Customer Intelligence, contact your Customer Success Manager to transition to Data Fabric and continue accessing your…

Customer Intelligence Dashboards Retiring on August 1, 2026 — Transition Guide

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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