New Customers

This template allows you to see the number of new customers over a given date range.

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

For the chart type you can select Line, Area, Column, Bar, Spline, or Area Spline.

Check the “Show Total Number” box to show the total number of new customers 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 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.