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New vs Returning Customers Report

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The New vs Returning Customers Report allows you to compare how much business you’re getting from new customers vs existing customers and can help you decide the next step to take to promote business growth.

How to use this report:

If your new customer rate is high and steady but your returning customer rate is low, this means you can focus on your existing customers and find ways to encourage repeat purchase, subscription renewal, cross sales or upsales.

If you have more returning customers and less new customers, it ‘s time to work more on customer acquisition and grow your customer base.

Solution Expert: Sheryll Chua

 

SKU: 2207210944 Category:
What this solution gives you:
  • A real-time report that shows your new and returning customers within a given period
  • It will also shows your pipeline value (open opportunities) and sales value (won opportunities) by customer type (new or returning)
  • A link to a custom report that you can access anytime
  • A PDF copy of the same report sent to your inbox every first day of the month, or on your preferred schedule

 

How we will deliver this solution to you:
  1. We will send you an order document to fill out.
  2. When you return the completed order doc, we will review it and reach out to you in case additional information is required.
  3. We will start building the report give an estimated date when it will be completed.
  4. Once completed, we will provide the link to the report and schedule a PDF copy to be sent to you and your team on yor preferred schedule.

 

Cost to implement:
  • Basic: $89/month
  • Standard: $49/month
  • Premium: Included in your package
About the Author Sheryll Chua

Sheryll is a senior project manager at FunnelBud who enjoys automating challenging processes as well as coming up with out-of-the-box solutions to make clients' work easier and more efficient. She is also the team's reporting specialist responsible for building reports and dashboards to help you develop data-driven business strategies.

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