New Customer Value

This template displays the front-end value of new customers.

To begin, click the “+” icon on the Dashboard and type “new customer” into the search bar. Then click on the “New Customer Value” template.

The only chart type for this report is the Bar Combo.

You also have the options to display the Total Revenue, Total # of Customers, and Average in the top-right hand corner of the chart.

Now navigate to the “Options” tab and define what a new customer is to you.

Then select the value you wish to display as the columns.

Next, choose your date range.

For ultimate control and customization, use the “Criteria Builder” to include additional rules and requirements to the report.

Once you have your everything set, click “Save Preferences” on This Widget.

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