Possibility to evaluate how many new customers are added per month?

Jens Bohse

Hey everyone,

is there a way to track if a signed deal belongs to a new customer or if the customer has signed deals with us before? We would use it to evaluate how many new customers we have in a month. 

Amit Sarda (AmitSarda.xyz)

You can set up a custom field to indicate if the deal is Existing or New Business.

You can use Automation to set the value in this field, and then use this field to create a chart in Insights.

If you have any other questions or need further help, please don't hesitate to reach out.

Best,

Amit Sarda

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