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  1. #1
    Seeker sidvix's Avatar
    Join Date
    Apr 2021
    Ontario, Canada
    Excel Version

    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.


    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.
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