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cnpdx
Helper II
Helper II

How to count specific customer additions and drops per month

SaaS company wants to track current customer counts on a more micro level than a other companies normally would. We want to track specific count of customer losses per month and specific count of customer additions per month.

 

Customers are brought on to ther service and then it’s a recurring monthly fee for some period of time before they might end up dropping the service. In order to more accurately delve into “Churn Rate” as a KPI, having a measurement for a monthly amount of customers lost and a measurement for a monthly amount of customers added is crucial.

 

Please note: this is different from customer “NET gain/loss” per month. I have already done that metric, which just counts customers invoiced per month and finds the difference from one month to the next.

 

Due to limitations in accounting procedures, I am not able use the “active” or “inactive” status in their accounting software as a marker.

 

Database structure is as such:

One customer record can have many sales records. Dynamic date table linked to sales records in standard one-to-many fashion as well.

 

Any direction or brainstorming anyone might have on how to do this would be greatly appreciated. Or if someone has a finished solution for this that would be great!

 

Thank you for your help!!

1 ACCEPTED SOLUTION
v-sihou-msft
Microsoft Employee
Microsoft Employee

@cnpdx

 

To get the customers additions and drops is slimilar calculating "new and returning" customers, you have to use column to record "previous" sales/purchase which is a kind of marking "Active". Otherwise, you can't determine a customer "is new user", "still holding that service", or "drop the service already". You can make this column in your own calculated table. Please refer to blogs for similar scenarios:

 

New and Returning Customers

Repeat Customers in DAX: Three Flavors

 

Regards,

 

 

 

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4 REPLIES 4
v-sihou-msft
Microsoft Employee
Microsoft Employee

@cnpdx

 

To get the customers additions and drops is slimilar calculating "new and returning" customers, you have to use column to record "previous" sales/purchase which is a kind of marking "Active". Otherwise, you can't determine a customer "is new user", "still holding that service", or "drop the service already". You can make this column in your own calculated table. Please refer to blogs for similar scenarios:

 

New and Returning Customers

Repeat Customers in DAX: Three Flavors

 

Regards,

 

 

 

The link for "New and Returning Customers" is amazing! has many different scenarios and solutions. thanks!

CheenuSing
Community Champion
Community Champion

Hi @cnpdx

 

See if the link

http://community.powerbi.com/t5/Desktop/Old-customers-vs-New-customers-how-to-check-that-Help/m-p/51...

 

provides answer to your question

 

Cheers

 

CheenuSIng

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 this link didn't work for me because i didn't have a "date created" for customers

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