How to Set Up the New Customer Value Report

The New Customer Value template displays the front-end value of new customers.

Search for the New Customer Value Template

To begin, click the “+” icon on the Dashboard and type “new customer” into the search bar. Then click on the “New Customer Value” template.

Report highlighted in the template library.

Chart Tab

The only chart type for this report is the Bar Combo.

Bar Combo as the chart type.

You also have the options to display the Total Revenue, Total # of Customers, and Average in the top-right hand corner of the chart.

One of three checkboxes selected.

Options Tab

Now navigate to the Options tab and define what a new customer is to you.

New customer definition selected.

Then select the value you wish to display as the columns.

Average amount selected as the display value.

Next, choose your date range.

Date range and display interval set.

Criteria Builder Tab

For ultimate control and customization, use the Criteria Builder to include additional rules and requirements to the report.

Criteria Builder tab options.

Once you have your everything set, click Save Preferences on This Widget.

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