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Ruben Smith 2Ruben Smith 2 

New vs Existing Customers


I need a month by month graph of total orders split out by number of first time customers vs. repeat customers,  displayed in a side by side bar graph ...how would you do it?
Best Answer chosen by Ruben Smith 2
Jason Curtis NBSFDGJason Curtis NBSFDG
In the data structure, is the only thing determing if a customer is a first time customer is if it is their first order? Are you using the standard Order object or a custom one? Easiet would be to have a field on the customer record that counts orders (maybe based on a trigger or some other method), then you could have a formula field that is based off of that, something along the lines of:
if order count < 2, "First Time Customer", "Repeat Customer"
Then you could use that formula field to separate the groups.
Also, you might try cross-posting over on the Success Community Reports & Dashboards group, lots of smart people there:
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rDK
 

All Answers

Jason Curtis NBSFDGJason Curtis NBSFDG
In the data structure, is the only thing determing if a customer is a first time customer is if it is their first order? Are you using the standard Order object or a custom one? Easiet would be to have a field on the customer record that counts orders (maybe based on a trigger or some other method), then you could have a formula field that is based off of that, something along the lines of:
if order count < 2, "First Time Customer", "Repeat Customer"
Then you could use that formula field to separate the groups.
Also, you might try cross-posting over on the Success Community Reports & Dashboards group, lots of smart people there:
https://success.salesforce.com/_ui/core/chatter/groups/GroupProfilePage?g=0F9300000001rDK
 
This was selected as the best answer
Ruben Smith 2Ruben Smith 2
Thank you Jason, that worked perfectly.