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Anonymous
Not applicable
6 years ago

Customer Acquisition + Sales Over Time

I am hoping to figure out how to track the percentage of customers who are acquired (have a sale) over time. Here's the story:

 

We had an old report that was generated in Excel by someone no longer with us. This report said that, over 3 months, 60-75% of our leads converted to sales, leaving that 25-40% on the table. Management wants to verify if those percentages are correct, along with helping shrink that gap. The request is to take a cohort of leads by week received and track them over time

 

Here's my data:

Customer #Lead Received DateSale Completed DateWeek RcvdWeek Sold
123ABC3/2/20203/5/20203/1/20203/1/2020
456DEF3/5/20204/1/20203/1/20203/29/2020
789GHI3/10/20203/10/20203/8/20203/8/2020
012JKL3/10/2020null3/8/2020null
345MNO3/12/20205/1/20203/8/20204/26/2020

 

My request is for your help creating a column or measure that helps me build a chart (thinking waterfall chart?) that shows the sales growth based on the Week Rcvd. If I select the cohort of customers received 3/8/2020 - I'd like to see a waterfall chart that shows the growth over time (3 months) with each waterfall step occurring in weekly buckets. 

 

Is this possible? Or do I need to format my data differently? This is a custom table built off 4 other tables (due to how our table actually appears), so I am flexible if I formatted it incorrectly. Thanks for your help!