How to count unique customers in "Insights"?

MSIN
MSIN Member Posts: 4 NEW MEMBER
Name Dropper First Comment
in Sales CRM #1

I’m trying to create a metric that shows the number of unique customers we've closed deals with. I often have several "won" deals with the same customer (organization) - for example, 6 won deals with one organization. In this case, I’d like that to count as one customer, not six.

So essentially, I’m looking for a way to count the number of distinct organizations with at least one won deal.

It seems like this should be a pretty straightforward metric, but I haven’t found an easy way to do it yet. Am I overlooking something?

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Answers

  • Liz (Ops Designed)
    Liz (Ops Designed) Member Posts: 229 VERIFIED MEMBER
    Fourth Anniversary 100 Comments 5 Answers 25 Likes
    #2

    Hey @MSIN !

    This is definitely possible. Try to sue the same conditions as per my screenshot.

    • You'd be able to see all organizations with at least 1 won deal
    • You'd be able to filter it out per specific organization and compare results

    image.png

    Hope that helps!🤩

  • MSIN
    MSIN Member Posts: 4 NEW MEMBER
    Name Dropper First Comment
    #3

    @Liz (Ops Designed) Thanks this helps. Have you also found a way to "view it" by "won time"?

    i.e. when was the first time the organization was linked to a won deal, in order to measure how many customers we have won per year.

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