Determining when a customer stopped trading

melkbos

New Member
Joined
Feb 17, 2016
Messages
1
Hi everyone I am hoping someone here can help.

I have a Data table listing all monthly sales of a single product. In the Data table the fields represented in each row are:
- Customer
- Financial Period (in this case 1 = July as the company has a 30 June year end)
- Financial Year
-- Volume in units

I want to be able to either put a flag in an extra column on this table, or indicate on a Summary table when and if a customer churned.

The definition of churn is still up for debate, but let's assume for the sake of getting an answer that a customer is defined as having churned if sales volume in the current month is less than 20% of the average for the previous 3 months.

I can probably get to the answer in a very messy way but I was hoping there is a more eloquent solution. I think the answer may lie in the EARLIER function but I don't have a good handle on that.

Example (showing just one customer and data for one year when data set spans all customer and 30 months of data):
Customer 1, 1, 2015, 150
Customer 1, 2, 2015, 120
Customer 1, 3, 2015, 120
Customer 1, 4, 2015, 120
Customer 1, 5, 2015, 120
Customer 1, 6, 2015, 120
Customer 1, 7, 2015, 100
Customer 1, 8, 2015, 100
Customer 1, 9, 2015, 100
Customer 1, 10, 2015, 18
Customer 1, 11, 2015, 12
Customer 1, 12, 2015, 0

Somewhere I need to identify that the customer churned in period 10 of 2015.

Any help welcome.

Thanks
 

Excel Facts

Get help while writing formula
Click the italics "fx" icon to the left of the formula bar to open the Functions Arguments dialog. Help is displayed for each argument.

Forum statistics

Threads
1,223,228
Messages
6,170,871
Members
452,363
Latest member
merico17

We've detected that you are using an adblocker.

We have a great community of people providing Excel help here, but the hosting costs are enormous. You can help keep this site running by allowing ads on MrExcel.com.
Allow Ads at MrExcel

Which adblocker are you using?

Disable AdBlock

Follow these easy steps to disable AdBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the icon in the browser’s toolbar.
2)Click on the "Pause on this site" option.
Go back

Disable AdBlock Plus

Follow these easy steps to disable AdBlock Plus

1)Click on the icon in the browser’s toolbar.
2)Click on the toggle to disable it for "mrexcel.com".
Go back

Disable uBlock Origin

Follow these easy steps to disable uBlock Origin

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back

Disable uBlock

Follow these easy steps to disable uBlock

1)Click on the icon in the browser’s toolbar.
2)Click on the "Power" button.
3)Click on the "Refresh" button.
Go back
Back
Top