Client Classification

Hi, Fangyi8 

You can try the following methods.
Sample data:

Classification = 
Var _currentmonth=CALCULATE(COUNT('Table'[Date of the deal]),FILTER('Table',MONTH([Date of the deal])=MONTH(TODAY())
                                                                            &&[Name of clients]=EARLIER('Table'[Name of clients])))
Var _newclient=CALCULATE(COUNT('Table'[Date of the deal]),FILTER('Table',[Name of clients]=EARLIER('Table'[Name of clients])))
Var _last60day=CALCULATE(COUNT('Table'[Date of the deal]),FILTER('Table',[Date of the deal]>=TODAY()-60
                                                                         &&[Date of the deal]<MAX('Table'[Date of the deal])
                                                                        &&[Name of clients]=EARLIER('Table'[Name of clients])))
Return
SWITCH(TRUE(),
_currentmonth=1&&_newclient=1,"New client",
_currentmonth>=1&&_last60day>=2,"Active client",
_currentmonth=1&&_last60day=1,"Passive client",
_currentmonth>=1&&_last60day=BLANK(),"Returning client",
_last60day=BLANK(),"Lost client")

Please check the attachment.

Best Regards,

Community Support Team _Charlotte

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