How To Separate New Purchases From Recurring Revenue

If you have lots of recurring revenue, it could be tough to separate that from one-time purchases. However, with SegMetrics, you can separate these purchases in seconds.


How To Create A Report Of New Purchases In a Date Range

  1. Since we want to report on new purchases, we'll be using the Revenue reports. First, click on the "Revenue" report from the menu.
  2. Next, we'll be looking at only new purchase within the last month. Use the calendar in the top right to choose the date range you want to filter new purchases for.
  3. Then, we'll want to make sure that the purchases we're looking for are new.
    "New" purchases are any one-time purchase or recurring purchases that were created in the date range
  4. Add a new report filter for "Invoice Status" "is a new purchase" "in Date Range"
  5. Click Apply to get the report results.


That's it! Within seconds, you can get new subscriber data and compare how one date range is doing against another.

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