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## New + Lost Customer Analysis (based on Recurring Revenue)

Hi,

Been working this for 2 days straight and read countless forum posts and YT vids - no joy still.

I have a Revenue dataset that contains recurring customer revenue - not sales (same customers appear every month).

I want to identify every month how many customers stop generating revenue and how many customers begin generating revenue so I can plot as a stacked column chart.

(i.e. Customer X had revenue last month but not this month = lost customer. Customer Y had no revenue last month but has revenue this month = new customer).

I also need to show a Top 10/Bottom 10   New/Lost Customers by Revenue won/lost each month

Expected Results:

 GL_PERIOD_START_DATE CUSTOMER_NUMBER USD_BUDGET_RATE Jan-21 AAA \$100 Jan-21 BBB \$500 Feb-21 AAA \$100 Feb-21 BBB \$500 Mar-21 AAA \$100 Mar-21 BBB \$500 Apr-21 BBB \$500 May-21 BBB \$500 May-21 CCC \$300 Jun-21 BBB \$500 Jun-21 CCC \$300

In the above example, expected results would be:

Jan-21: 0 new, 0 lost
Feb-21: 0 new, 0 lost
Mar-21: 0 new, 0 lost
Apr-21: 0 new, 1 lost
May-21: 1 new, 0 lost

Thanks!

1 ACCEPTED SOLUTION
Community Support

Hi @JakeHRogers ,

Use the following two measures:

``````New Customer Count = COUNTROWS(EXCEPT(VALUES(REVENUE[CUSTOMER_NUMBER]),CALCULATETABLE(VALUES(REVENUE[CUSTOMER_NUMBER]),FILTER(ALL(REVENUE),REVENUE[GL_PERIOD_START_DT]<MIN('CALENDAR'[Date])))))

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Best Regards,

Dedmon Dai

2 REPLIES 2
Community Support

Hi @JakeHRogers ,

Use the following two measures:

``````New Customer Count = COUNTROWS(EXCEPT(VALUES(REVENUE[CUSTOMER_NUMBER]),CALCULATETABLE(VALUES(REVENUE[CUSTOMER_NUMBER]),FILTER(ALL(REVENUE),REVENUE[GL_PERIOD_START_DT]<MIN('CALENDAR'[Date])))))

If this post helps, then please consider Accept it as the solution to help the other members find it more quickly.

Best Regards,

Dedmon Dai

Super User

@JakeHRogers , You can try measures like

example measures

here sales measure will be sum(Table[USD_BUDGET_RATE])

``````MTD = calculate([Sales],datesmtd('Date'[Date]))
Lost Customer This Month = Sumx(VALUES(Customer[Customer Id]),if(ISBLANK([MTD]) && not(ISBLANK([LMTD])) , 1,BLANK()))
New Customer This Month = sumx(VALUES(Customer[Customer Id]), if(ISBLANK([LMTD]) && not(ISBLANK([MTD])) ,1,BLANK()))
Retained Customer This Month = if(not(ISBLANK([MTD])) && not(ISBLANK([LMTD])) , 1,BLANK())``````

refer for more details

https://community.powerbi.com/t5/Community-Blog/Customer-Retention-Part-1-Month-on-Month-Retention/b...

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