I need to know the rate of growth for the past five years. Essentially how many new customers were added last year (or season), and the year before, and before, etc. Any suggestions on a query? thanks!
Hi Randall,
How are you defining new customer? You mention season, so are you wanting a query based upon first production purchased?
Edit to clarify a bit, is the new customer based on ticketing history, gift history, account creation date, etc.
Cheers!
Speaking with Box Office, the account creation date would be the determining factor.
Well it looks like the earliest created date is retained even after merging an older account into a newer one so you should be able simply make multiple lists based upon 'Constituent Create Date' in List Manager, however I would double check to make sure they don't want this based upon a transaction date as that would probably be a little more handy and possibly more accurate to the Box Office.If they do want it based upon first production date it's fairly simple to create a SQL View with that information.
Thanks Ryan for your insight. The numbers I need to generate are not department specific. We are trying to determine a gross number of "new" people added to Tessitura on an annualized basis. Regardless if the account was created due to donation, ticket, information, web, etc, the "reason" why the account was created is not of issue - the request was more global than that - so using account creation would suffice. What then I am hoping to get is a sum of the accounts "created" during each season for the past five seasons. Even in that, there will probably be 10-15% of dups, entry errors, etc, but it will still be a global metric that can be used. Generating a list will produce more verbose detail that we need, and I really dont want to burn up that many clock cycles for this. I wish I knew SQL enough to write this, but I simply dont. Is tehre a fairly quick way to obtain the summary totals on an annualized basis for the past five years?
Hmm, well you could take a look at what Tom suggests above but making five lists with one criterion each would be pretty simple and fast, but I might be missing something that you are trying to do.