Results 1 to 10 of 14

Thread: New, Returning & Win back customers

Threaded View

Previous Post Previous Post   Next Post Next Post
  1. #1
    Seeker sidvix's Avatar
    Join Date
    Apr 2021
    Location
    Ontario, Canada
    Posts
    6
    Articles
    0
    Excel Version
    365

    New, Returning & Win back customers

    Hi Guys,


    I need your guy's help in obtaining a formula that will determine if the customer is new, returning, or a win back based on criteria.


    So I have attached an image where I have already determined a new customer and returning customer. Now a new customer will continue to be new until the full 5 quarters (456 days) and then it will change to returning.


    =IF(COUNTIFS($H:$H,"<"&H2-456,$G:$G,G2),"Returning","New")


    What I am having a problem with is how can I change a customer from returning to win back if they haven't bought for a period of 24 months. (Like in the attached customer: ABC1)


    Moreover, if possible not important; what if the customer account has been given to a new salesperson, can it switch to "new" or maybe "switch".


    Any help would be appreciated.
    Attached Files Attached Files

Posting Permissions

  • You may not post new threads
  • You may not post replies
  • You may not post attachments
  • You may not edit your posts
  •