Possibility to evaluate how many new customers are added per month?
Jens Bohse Posts: 11
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 - Pipedrive Consultant - AmitSarda.xyz Posts: 1,228
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.