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AP_726's avatar
AP_726
Frequent Visitor
1 year ago
Solved

Customers with multiple transactions - count the customer, not each transaction

Hello!   I have the following data set showing prospect count, submission, quote, bind, and customer count. I want to show that when a prospect has a bind that they are now included in the customer...
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  • AP_726's avatar
    AP_726
    1 year ago

    Hi v-sdhruv - thanks for checking in. Unfortunately the suggestion you provided gave me the same results. It appears to be something I need to work with my internal data team on to fix on the backend of the data source. 

v-sdhruv's avatar
v-sdhruv
Icon for Community Support rankCommunity Support
1 year ago

Hi AP_726 ,
Just wanted to check if you had the opportunity to review the suggestion provided?
If the response has addressed your query, please accept it as a solution  so other members can easily find it.
Thank You

AP_726's avatar
AP_726
Frequent Visitor
1 year ago

Hi v-sdhruv - thanks for checking in. Unfortunately the suggestion you provided gave me the same results. It appears to be something I need to work with my internal data team on to fix on the backend of the data source.