Customer Acquisition (with referral source)

in
Category: 
Customer
Version: 
1.3+

Lists all new customers grouped by month of year and referral source.

The detailed report shows; Date and Customer name.

The summary report shows; Monthly totals, referral totals per month and two bar graphs depicting both.

 

Settings:

Start Date : Start date inclusive.

End Date : End date inclusive.

Show Detail : Will show every customer.

 

Note:

- The graphs are presently set to show totals on the bars. This can look cluttered if there are many months on the graph. Try printing landscape or edit the report turning off the labels in the chart properties.

- If looking for relative contributions of referral sources try using a stacked bar instead.

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