{"id":1021,"date":"2023-04-11T16:45:40","date_gmt":"2023-04-11T13:45:40","guid":{"rendered":"https:\/\/akaunting.com\/hc\/docs\/reports\/customer-growth-report\/"},"modified":"2023-04-24T10:58:02","modified_gmt":"2023-04-24T07:58:02","slug":"customer-growth-report","status":"publish","type":"docs","link":"https:\/\/akaunting.com\/hc\/docs\/reports\/customer-growth-report\/","title":{"rendered":"Customer Growth Report"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>What is the Customer Growth Report?<\/strong><\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">A Customer Growth Report in Customer Relationship Management (CRM) summarizes your company&#8217;s customer base and growth over a specific period.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"576\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164844\/customer-growth-1024x576.png\" alt=\"Customer Growth Report\" class=\"wp-image-1025\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164844\/customer-growth-1024x576.png 1024w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164844\/customer-growth-300x169.png 300w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164844\/customer-growth-768x432.png 768w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164844\/customer-growth-1536x864.png 1536w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164844\/customer-growth.png 1920w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">It typically includes information such as the number of new customers acquired, leads, opportunities, subscribers, or any other stage defined in your customer journey.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The Customer Growth Report is an essential tool to track the effectiveness of customer acquisition and retention strategies and identify improvement areas.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">You need to install the <a href=\"https:\/\/akaunting.com\/apps\/crm\" rel=\"noreferrer noopener\" target=\"_blank\">CRM app<\/a> to get the Customer Growth report. After installation,<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Go to<strong> Reports<\/strong> on the Navigation Menu.<\/li>\n\n\n\n<li>On the Reports page, go to the <strong>CRM<\/strong> section.<\/li>\n<\/ul>\n\n\n\n<figure class=\"wp-block-video\"><video height=\"1080\" style=\"aspect-ratio: 1920 \/ 1080;\" width=\"1920\" controls src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/11164821\/customer-growth.mp4\"><\/video><\/figure>\n\n\n\n<ul class=\"wp-block-list\">\n<li>Click <strong>Growth.<\/strong><\/li>\n\n\n\n<li>On the Growth report page, you can use the filters to set the following:\n<ul class=\"wp-block-list\">\n<li>Financial year<\/li>\n<\/ul>\n<\/li>\n\n\n\n<li>After entering your preferred filters, hit the <strong>Enter Key<\/strong> on your keyboard to refresh and view an updated report.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can switch the report chart from Timeline to Distribution by clicking the Distribution icon <img loading=\"lazy\" decoding=\"async\" width=\"25\" height=\"25\" class=\"wp-image-1530\" style=\"width: 25px;\" src=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20142147\/Screenshot-2023-04-20-at-14.21.20.png\" alt=\"distribution icon\" srcset=\"https:\/\/assets.akaunting.com\/hc\/2023\/04\/20142147\/Screenshot-2023-04-20-at-14.21.20.png 64w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20142147\/Screenshot-2023-04-20-at-14.21.20-16x16.png 16w, https:\/\/assets.akaunting.com\/hc\/2023\/04\/20142147\/Screenshot-2023-04-20-at-14.21.20-50x50.png 50w\" sizes=\"auto, (max-width: 25px) 100vw, 25px\" \/>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Also, you can Print, Export or Schedule Growth reports from the top left corner of the page.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">To schedule reports, you need the <a href=\"https:\/\/akaunting.com\/apps\/schedule-reports\" target=\"_blank\" rel=\"noreferrer noopener\">Schedule Reports app<\/a>.<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\"><em><em>Check out <\/em><a href=\"https:\/\/akaunting.com\/hc\/docs\/reports\/scheduling-a-report\/\"><em>how to schedule reports<\/em><\/a><em>.<\/em><\/em><\/p>\n","protected":false},"excerpt":{"rendered":"<p>What is the Customer Growth Report? A Customer Growth Report in Customer Relationship Management (CRM) summarizes your company&#8217;s customer base and growth over a specific period. It typically includes information such as the number of new customers acquired, leads, opportunities, subscribers, or any other stage defined in your customer journey. The Customer Growth Report is [&hellip;]<\/p>\n","protected":false},"author":2,"featured_media":0,"parent":928,"menu_order":15,"comment_status":"open","ping_status":"closed","template":"","doc_tag":[],"class_list":["post-1021","docs","type-docs","status-publish","hentry"],"acf":[],"_links":{"self":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1021","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/comments?post=1021"}],"version-history":[{"count":3,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1021\/revisions"}],"predecessor-version":[{"id":1539,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/1021\/revisions\/1539"}],"up":[{"embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/docs\/928"}],"wp:attachment":[{"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/media?parent=1021"}],"wp:term":[{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/akaunting.com\/hc\/wp-json\/wp\/v2\/doc_tag?post=1021"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}