Exports

Download customer and order data as CSV

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Customer Data CSV

Exports every customer with company info (HubSpot), dispenser history, mouthwash sales and cases by year/quarter, and cup orders — from your full order history.

Included columns:

✓ Customer & company info (name, address, industry, HubSpot fields)

✓ Dispenser history (first date, type, counts by type, paid vs free/warrantied vs marketplace)

✓ V5 Auto, Slim Manual, Slim Auto, Legacy — all-time and last 6 months

✓ Mouthwash sales ($) by year (2013–2026) with quarterly breakdown for 2024–2026

✓ Cases of mouthwash by year/quarter

✓ Boxes of cups by year/quarter

✓ Purchased mouthwash flag (0/1) per year

Note: Mouthwash Sales (revenue $) columns require a full order rebuild to be accurate — older cached orders don't include line-item prices. Run "Full Rebuild" on the Churn page first if you need accurate revenue figures. Cases and dispenser counts are always accurate.

Custom tables to add as extra sheets (AI-generated from your description)

May take a few seconds for large datasets

Line Items CSV

One row per line item for orders in a chosen date range. Enriched with HubSpot company category and WooCommerce customer data.

Included columns:

✓ Order ID, Order Date, Customer ID

✓ SKU, Quantity, Unit Price, Line Total

✓ Customer Category (from HubSpot), First Order Date

✓ Shipping Address, Shipping State, Shipping Zip

✓ Channel (amazon / woocommerce)

✓ Discount Amount (per line item)

✓ First Order flag (1 if this is the customer's first ever order)

Start date

End date

Fetches live from WooCommerce — may take a moment for large date ranges