Forum Discussion
Retention per Fiscal Year
I haven't been able to figure out how to calculate Client Retention thru Fiscal Years and was hoping you could help me out, please? Sample data here. I have searched and found other similar t...
TeigeGao
Solution Sage
Solution SageHi AlexMarson,
Unfortunately, I have no permission to access your Sharepoint file, I would suggest you sharing your sample data and expected result to us for analysis. You'd better explain the "Retention per Fiscal Year" here.
Best Regards,
Teige
Apologies Teige,
Here is the data:
CustomerID+UserID InvoiceDate Fiscal Year 1000772hm-69280 2017-09-13 FY18 1000772hm-69280 2018-09-18 FY19 1002798AK-51849 2017-01-23 FY17 1002798AK-51849 2018-01-23 FY18 990270MS-59738 2016-08-22 FY17 990270MS-59738 2017-08-18 FY18 990270MS-59738 2018-08-22 FY19 990274FO-8678 2017-02-09 FY17 990274FO-8678 2018-02-15 FY18 990274FO-8678 2019-01-30 FY19 990274IO-16988 2016-02-15 FY16 990274IO-16988 2017-01-30 FY17 990274IO-16988 2018-04-29 FY18 990274IO-16988 2019-01-30 FY19 990274IO-86540 2016-02-15 FY16 990274IO-86540 2017-01-30 FY17 990274IO-86540 2018-04-29 FY18 990274IO-86540 2019-01-30 FY19 777274FO-8678 2017-02-09 FY17 777274FO-8678 2019-01-30 FY19 Thank you for your time.
Alex- TeigeGao
Hi AlexMarson ,
Could you please tell us how to calculate your "Retention per Fiscal Year", any example will be helpful.
Best Regards,
Teige
Hi Teige,
Basically, I want to calculate how many clients were retained from the previous FY purchases.
Thank you.
