The New Customers Report template allows you to see the number of new customers over a given date range.
Search for the New Customers Template
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.
Criteria Builder Tab
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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- Tags Applied
- Tags Applied Goal
- Gross Revenue
- Appt | Note | Task Summary
- Email List Health
- Campaign Email Stats
- Text Widget Area
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