Spreadsheet Method Groups Orders by Customer to Spot Repeat and Lapsed Buyers
A guide explains how to turn a raw order list into a one-row-per-customer summary using standard spreadsheet formulas instead of a pivot table. It covers totals, order counts, first and last order dates, and days since the last purchase, with classifications for one-time, repeat, and lapsed customers. The method includes a reconciliation check that flags orders from customers missing from the list, which would otherwise go unnoticed. MINIFS and MAXIFS require Excel 2019, Microsoft 365, or Google Sheets, while the other formulas work in any version. The author tested the formulas in LibreOffice Calc on sample data rather than in the other spreadsheet programs.
This is an AI-generated summary. ShortSingh links to the original source for the complete article.
Discussion (0)
Log in to join the discussion and vote.
Log in