0 Replies Latest reply: Mar 30, 2017 3:59 PM by Todd Johnston RSS

    New vs Base - Prior Years

    Todd Johnston

      Hello All,

       

      Hopefully this is clear.

       

      When a client is sold in the current year, they are calculated as 'New' as they were sold after 12.31.16 and recurring revenue from clients sold in prior years are labeled 'Base'. For the current year, its simple to make the distinction, however I am trying to determine these relationships for prior years.  If I use the beginning date of the current year as my starting point, everyone sold in prior years will return as base.  Ultimately, I'm trying to get a Client Count and Billed Amount.  Does anyone have an idea of how to accomplish this?

       

      Fields being used are:

       

      FirstSaleDate

      BilledDate

      Client

      $ Billed

       

      Thanks,

       

      TJ