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

[AP_726]

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 count. As you can see in the image below, the Customer count is the same as the Number of Binds column. What I'm trying to show is that no matter how many binds a customer has (1, 3, 7, however many) that they are just one customer. 

this is the calculated column I'm using now and can't seem to get to the number I need no matter how much I search and try -  

Customer Count_2 =

CALCULATE(

    DISTINCTCOUNT('2025 Sales Data'[Customer Name]),

    '2025 Sales Data'[IsBind] >= 1,

    '2025 Sales Data'[Quote Status] = "Bound",

    REMOVEFILTERS('2025 Sales Data'[Submission-to-Quote Ratio])

)

@speedramps you were a great help with my last inquiry so hoping you might be able to help with this one too? Thank you! Much appreciated!!

[v-sdhruv]

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]

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]

Hi @AP_726 ,

I was unable to access the file. However, as per my understanding, maybe you want to first get a table of unique customers who have at least one "Bound" quote, and then count the rows in that table.
You can use this  DAX to create a table-

Customer Count (Unique Binds) =
CALCULATE (
COUNTROWS (
SUMMARIZE (
FILTER (
'2025 Sales Data',
'2025 Sales Data'[Quote Status] = "Bound"
),
'2025 Sales Data'[Customer Name]
)
)
)

Then you can validate this using matrix with:

Rows: Customer name

Values: count of quote status 

Filters: Quote status= Bound

That can help verify that each customer shows up once, even with multiple bounds.

Hope this helps!
If the response was helpful, please accept it as solution so that other members can find it easily. 

[AP_726]

Hi @speedramps - I have customers that have purchased multiple products which are called binds in my data set. The DAX I'm currently using to count customers (that I included in my initial post for reference only) is counting the number of products. What I want to do is show that one customer can have multiple products (binds). So one customer can have 3 products and this should show as one customer, not 3. 

 Here is the sample data: 

https://hiscox-my.sharepoint.com/:x:/p/ashley_pearson/EWuk9OQc2DFGnWGUESFO_gUBSy96cSGBt9TtuPnVHPAZKg

Please let me know if you have access issues, my organization has quite a few controls in place that I'm not able to bypass or override.  

[speedramps]

I want to help you but your description is too vague. Please write it again.

You will get a quicker and better response without misunderstandings if you put time and effort into carefully writing a clear problem description with example input and output data. Look forward to helping you when this information is forthcoming

Create a small example with some fictious data that replicates the problem (rathan than 20000 rows).

So you can show and explain what you want. 

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   (Like prospect, submission, quote, bind and Submission-to-Quote Ratio).
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