Want to get a list of Customers that have purchased this year but didn't purchase anything last year? We will call these "New" Customers, and can pretty easily get this right in the Customer Listing. Here is how:
In Customer Listing:
There is you nice, clean New Customers list. You can also use the "File" -> "Save As" menu to save this list out to a spreadsheet if you like. Since you created this list in Customer Listing, it has the sales dollars, assigned sales rep, as well as the contact information like email address and business address -- so many possible marketing, thank you letter, etc. uses are possible.
Note, of course, that this is only taking into account last year vs this year; some of these "New" Customers could in fact be "Returning" Customers, having purchased goods years prior to last year. To get a longer picture of the purchase history, further adjust the Sales Summary Dates right here in Customer Listing to look at a longer time range.
In Customer Listing:
- Make sure your YTD 2011 column is changed to reflect the entire year by changing the sales summary dates from the "Customers" menu.
- Click on the 2011 column header to sort bottom-up by dollar amount (everyone with $0 in 2011 is now at the top of the list.
- You should now see all the new customers listed at the top of the list ($0 last year, more than $0 this year). You can further make it look pretty by using the filter function:
- Right-click on a blank ($0) box in the 2011 column and select "Filter" -> "By Selection" to show just $0 in 2011.
- Right-click on a blank ($0) box in the 2012 column and select "Filter" -> "Excluding Selection" to show everyone that has more than $0 in the current year.
There is you nice, clean New Customers list. You can also use the "File" -> "Save As" menu to save this list out to a spreadsheet if you like. Since you created this list in Customer Listing, it has the sales dollars, assigned sales rep, as well as the contact information like email address and business address -- so many possible marketing, thank you letter, etc. uses are possible.
Note, of course, that this is only taking into account last year vs this year; some of these "New" Customers could in fact be "Returning" Customers, having purchased goods years prior to last year. To get a longer picture of the purchase history, further adjust the Sales Summary Dates right here in Customer Listing to look at a longer time range.
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