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Brian Satz - Computer Warriors, Wilmington NC

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  1. 8 votes
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    6 comments  ·  General  ·  Admin →
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    Brian Satz - Computer Warriors, Wilmington NC commented  · 

    Bart - I would like to see something like this too - but not just to change it to existing afterwards, because it's nice to understand lifetime value of a client from each source. I would propose we have a filter on the referral report that can simply choose a range for customer creation date, so we can figure out where new customers are coming from, how much they are spending, etc, vs. them being with us for a long time too. It's basically the same as your proposal, but another way to get there. I've been asking about this for years and need this badly. I have to keep seperate spreadsheets for test / measure purposes for marketing, and this is not the way to run a business!

    Brian Satz - Computer Warriors, Wilmington NC supported this idea  · 
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    Brian Satz - Computer Warriors, Wilmington NC commented  · 

    Bart - Funny you posted this, I E-mailed support about this exact same issue this week. @Ryan, your solution is exactly what I proposed, have another filter for the report, or a new report showing only customers who's account was created in the last X days. The referral report is great because it can show the lifetime value of an advertising method, but is skews my ROI calculations for advertising methods on a monthly basis. I'm a big believer in understanding how well my marketing dollars are working, and the current referral report is great, but doesn't take into account that once I've gotten a customer, they should be "existing," and stop tallying up values for Google, yelp, facebook, sign, etc.

    Please see if this minor tweak to the report, or a secondary report based upon your initial referral report can be created. Shouldn't be too bad to implement I hope.

    Same report, but with the condition, "where customer_creation_date >= today - X", and allow another seperate date range. I'd probably want to go back 60 days for creation date but only run the report for the past 30 days, or current month.

    Thanks!

  2. 3 votes
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    Brian Satz - Computer Warriors, Wilmington NC shared this idea  · 

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