Customer experience | Sales, Customer Insights,...

Purchase Frequency

(0) Share

Report

Posted on by Alessandro Bozzo

Hello everybody,

I'd like to looking for your help about a marketing kpi.

I work on Dynamics 365 for sales and the subject of the request is to extract the list of customers that have purchased more than once in a given time frame.

It's a way to concetrate efforts on most loyal customers.

In my environment I don't use orders, just closed opportunities, but I still can't figure it out.

Thank you for your help!

Alessandro

I have the same question (0)

All responses (3)

Answers (0)

Suggested answer

LuHao 40,890 on at

Like (0)

Report

RE: Purchase Frequency

Hi Alessandro,

We can use report to see the count of customers of won opportunities.

Set the report as follows.

Click the group column (Account Name) and click Change Properties, select Summary type to Count.

In this way, the report will show the opportunity count of each Account.

Was this reply helpful? Yes No
Alessandro Bozzo 25 on at

Like (0)

Report

RE: Purchase Frequency

Hi Lu,

thanks for your time and your answer.

It's a good idea using a report but, in this case, it can't answer to the request from the company because it is not a dynamic list of account that you can manage and use for marketing purposes.

Moreover, I can't find a way to filter results by "number of opportunity > 1".

However, I've a question: why, in your example, there are many account with count "1" and no detail about the opportunity "argument"?

Thanks again,

Alessandro

Was this reply helpful? Yes No
LuHao 40,890 on at

Like (0)

Report

RE: Purchase Frequency

Hi Alessandro,

Unfortunately, there is no way to achieve it.

If you only list accounts with multiple opportunities within a specific time, then we can use the Rollup field.

However, this method cannot select the time period quickly, we must edit the calculation logic of the Rollup field to change the time period. This generally requires the security rights of the system administrator.

If you want to change the time period directly in the view to quickly list the account records, this is currently not possible.

Was this reply helpful? Yes No