A customer is considered "new" if it has not been a customer in the 12 months prior to the first month of a report. A customer is considered "reactivated" if it has been a customer any time in the 12 months prior to the first month of a report. Note that this is based on the report view dates, not the reporting month -- so changing the report view can move customers between "new" and "reactivated".
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- Customers tab: revenue recognition, MRR, ARR and customer reporting
- ScaleXP Invoicing: HubSpot Set Up - Step 1 of 2 - Installing
- ScaleXP Invoicing: Automations with HubSpot workflows
- Prepaid Expenses: Best Practices and Quick Start Guide
- How to configure your P&L and Balance Sheet in ScaleXP (single company)
- Configuring your revenue data upon initial setup
- How to automate prepaid expenses: Setting up prepaid expenses in ScaleXP
- How to add live metrics through Google Sheets