AR - New and Closed Customers
This KPI provides the following default drill paths:
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customer
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territory class
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sales rep
The metricA measure used to assess performance in a key area of a business. rank values displayed in the KPI History and KPI Definition screens is the aggregated value of the first item for the first drill path only. Additionally, displayed rank-based metric values in these screens are not applicable.
To viewA set of data connected to a cube, deliberately laid out to communicate business information. the actual values for each KPI drill path, click History, select a snapshot date, and click Drill Down.
The displayed value of each metric is an aggregation of the data, up to the viewed levelIn a hierarchy, a level indicates a group of common or related members. For example, in a Time level, members may include Year, Month, Day or Fiscal Year, Calendar Year, etc. of the selected drill path, as of the As At snapshot date.
This KPI includes the following metrics:
| Metric | Definition |
|---|---|
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The following are metrics for total customers added and closed for the selected time buckets. |
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New MTD |
The number of new customers added mtdsince the first day of the current financial period. |
|
New YTD |
The number of new customers added ytdsince the first day of the current financial year. |
|
New LY MTD |
The number of new customers added ly mtdfor the same month to date period in the previous financial year. |
|
New LY YTD |
The number of new customers added ly ytd for the same year to date period in the previous financial year. |
|
Closed MTD |
The number of customers closed mtdsince the first day of the current financial period. |
|
Closed YTD |
The number of customers closed ytdsince the first day of the current financial year. |
|
Closed LY MTD |
The number of customers closed ly mtdfor the same month to date period in the previous financial year. |
|
Closed LY YTD |
The number of customers closed ly ytd for the same year to date period in the previous financial year. |