Forum Discussion
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 Date | Sale Completed Date | Week Rcvd | Week Sold |
| 123ABC | 3/2/2020 | 3/5/2020 | 3/1/2020 | 3/1/2020 |
| 456DEF | 3/5/2020 | 4/1/2020 | 3/1/2020 | 3/29/2020 |
| 789GHI | 3/10/2020 | 3/10/2020 | 3/8/2020 | 3/8/2020 |
| 012JKL | 3/10/2020 | null | 3/8/2020 | null |
| 345MNO | 3/12/2020 | 5/1/2020 | 3/8/2020 | 4/26/2020 |
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!
1 Reply
- amitchandak
Super User
Anonymous , For cohort Analysis, refer if these can help