HI Community,
i am looking for a report, which shows me our new customers we got last year .
Additionally i would to see the cumulated revenue in the last year 2020.
Thanks a lot!
Torben
Regarding 1) i am looking for a report, which shows me our new customers we got last year:
If you are happy using contacts with lifecycle stage = customer as a measure of new customers, I would create a report based on the “became a customer lifecycle stage property.” If contacts are not an appropriate measure you could use deals at closed won and close date. The final option I might recommend is creating a workflow that sets a custom company property to the first date at which an associated contact becomes a customer - this way you can build a company ‘beacme a customer date’ report.
2) Additionally i would to see the cumulated revenue in the last year 2020:
A deal based report showing deals at closed won with close dates in 2020, with amount, should reveal this.
Hope this helps?
I would like to have a report that shows the # of new customers I have each month growing over time similar to the monthly revenue report. The current report based on “became a customer” lifecycle stage property only seems to allow me to do this for a single time period at a time