Creating a dashboard #5 - View the number of new customers per month

With Google Sheets and Okappy, it's really easy to create dashboards to show metrics such as

The number and types of jobs you've done.
Your latest customers
The revenue you've generated per customer
How many jobs and what types of jobs have been done for different customers
Average job value
Location of jobs
Revenue per month and how its grown
When customers are located
And many many more

Google Sheets Example Dashboard

Step by step guide to showing how the number of new customers has changed per month

To create a chart showing the number of new customers you've added each month.  Follow these steps:

  1. From within Okappy,
  2. Go to your Reports screen,
  3. Go to Other reports
  4. Click the Customers Report,
  5. Once the report has run, click the Google Sheets icon to get the google sheets formula,
  6. Click Copy formula (or copy it manually)
  7. Create a new google sheet.  You can type sheet.new in the your browsers address bar,
  8. Click a cell and paste the formula,
  9. Google Sheets will pull back the data from Okappy and display it in your spreadsheet,
  10. Select the cells which contain the data,
  11. Click Data and then Pivot table,
  12. Click New Sheet,
  13. In the Pivot table editor,
  14. Click Add next to rows and select Date created
  15. Click Add next to values and select Customer and then change to CountA
  16. Select the Pivot table which has been created
  17. Click Insert and then Chart
  18. In this case, choose a Line chart

If you want to show the customers added up to the current date, edit the formula you posted in step 8 above by replacing the date in the toDate with the following "&text(TODAY(),"dd-mm-yyyy hh:MM")&"

Number new customers by month

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2019-07-02T09:42:08+01:00