Overview of Customers and their Sales Activity to know how active they are and total amount spent for products or services within a certain time period.
Note:
It is necessary to build two separate Saved Searches due to period restriction. If Date Range is not needed, then Saved Search 2 will suffice (just remove criteria i).1. Customers with NO transactions within the time period (mm/yyyy) = Customers with Status "Closed-Won" only
a. List > Search > Saved Searches > New > Customers
b. On Criteria subtab > Standard sublist:
i. Status = Closed-Won
c. On Results subtab > Columns sublist: Add columns as needed, for example:
i. Name
ii. Email
d.Save & Run
2. Customers with transactions within the Date Range (mm/yyyy)
a. List > Search > Saved Searches > New > Customers
b. On Criteria subtab > Standard sublist:
i. Transaction Fields…> Date Created is within custom (From: mm/dd/yyyy and To: mm/dd/yyyy)
ii. Transaction Fields…> Main Line = True
iii. Status = Closed-Won
c. On Results subtab > Column sublist: Add columns as needed, for example: i. Name | Summary Type = Group
ii. Formula(Currency)
Summary Type = Sum
Formula = case when count(distinct({transaction.number})) is NULL then 0 Else sum(Distinct({transaction.totalamount})) end
Custom Label = Total Transaction Amount
d. Save & Run
Saved Search 1 returned results: All customer in status "Closed-Won".
Saved Search 2 returned results: All customer in status "Closed-Won" with transaction total amount realized within certain date range.
User can use both search results and manually compare to view differences.
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