Customer Event

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SMB Event
Multi Record
Create Customer cohorts and set initial Customer Counts.
Customer cohorts can be used throughout whatifi to drive revenue and other calculations.
Use the Customer Event to establish multiple customer cohorts and their initial customer counts.
Downstream Events like Customer Growth, Customer Churn, Customer Acquisition Cost and Subscription Revenue all require customer data to calculate.

 
Can be used for ...
Use the Customer Event to create general cohorts of Users, Subscribers or Clients for downstream calculations. For example, any month-over-month Growth, Churn, or Software-as-a-Service type calculations will need an upstream Customer Event to calculate. To calculate or track Revenue or Expenses associated with a specific, individual client or user, we recommend using the Income, Debit/Credit or Contract Event.
 
Common Connections
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Example Files


Event States


Edit Details Pane


Customer Details Panel
Customer Details Panel
 

Event Fields

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Additional Resources