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Identifying New Customers within a Specific Period

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If you need to track the number of new customers within a specific period, you can easily do this through “Edara”.

Steps to Identify New Customers within a Specific Period

  • Go to the Sales module.
  • Open the Sales report.
  • Set the data grouping option to: "Customer".
  • Set the sales price to: "Non-zero Sales".
  • Display the column "Customer Insert Date" from “Custom View”.

Note: You can also display the "Customer Type" column to determine whether the customer is a B2B company or a B2C consumer.

  • Click on "Generate".
Steps to Identify New Customers within a Specific Period — Click on "Generate".
  • Hover over the "Customer Insert Date" column and click “icon”.
  • Select "Filter by Condition".
  • Choose the desired period to identify new customers using the available conditions (Equals - Is Before - Is After).
  • Click "Apply".
Steps to Identify New Customers within a Specific Period — Click "Apply".

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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