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JakeHRogers
Helper I
Helper I

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

SAMPLE DATA:   https://www.dropbox.com/s/71o28dww2xq3bkl/Test.pbix?dl=0 

 

 

Expected Results:

 

GL_PERIOD_START_DATECUSTOMER_NUMBERUSD_BUDGET_RATE
Jan-21AAA$100
Jan-21BBB$500
Feb-21AAA$100
Feb-21BBB$500
Mar-21AAA$100
Mar-21BBB$500
Apr-21BBB$500
May-21BBB$500
May-21CCC$300
Jun-21BBB$500
Jun-21CCC$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
v-deddai1-msft
Community Support
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])))))


Lost Customer Count = COUNTROWS(EXCEPT(CALCULATETABLE(VALUES(REVENUE[CUSTOMER_NUMBER]),DATEADD('CALENDAR'[Date],-1,MONTH)),VALUES(REVENUE[CUSTOMER_NUMBER])))+0

 

Capture49.PNG

 

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

View solution in original post

2 REPLIES 2
v-deddai1-msft
Community Support
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])))))


Lost Customer Count = COUNTROWS(EXCEPT(CALCULATETABLE(VALUES(REVENUE[CUSTOMER_NUMBER]),DATEADD('CALENDAR'[Date],-1,MONTH)),VALUES(REVENUE[CUSTOMER_NUMBER])))+0

 

Capture49.PNG

 

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

View solution in original post

amitchandak
Super User
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]))
LMTD = calculate([Sales],DATESMTD(DATEADD('Date'[Date],-1,MONTH)))	
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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