Skip to main content

Overview

What it does:
  • Shows trends in new customer sign-ups over time
  • Breaks down acquisition by source or campaign (e.g., website form, referral, trade show)
  • Highlights geographies or segments with highest growth
Prerequisites
  • Customer Source or Acquisition Channel field exists on customer records (e.g., “Website,” “Referral,” “Event”)
  • New customers have their Signup Date and Source populated, either manually or via a form integration

​
1.0 Navigate to the Acquisition Report

  1. From the main menu, go to Selling > Reports > Customer Acquisition Report.
  2. The report interface opens with default parameters and a time-series chart or table.

​
1.1 Configure Date Filters

  1. Set From Date / To Date to define your analysis period (e.g., 2025-01-01 to 2025-03-31).
  2. Optional: Use Fiscal Year or Quarter presets if available.
  3. Click Refresh (or Run) to see the number of new customers acquired during that period.

​
1.2 Filter by Acquisition Source or Campaign

  1. Click Filter > Add Filter > Acquisition Channel.
  2. Select one or more channels (e.g., Website, Referral, Trade Show).
  3. Optional: Add additional filters such as Territory, Customer Group, or Industry.
  4. Click Apply to narrow the report to those segments.
Combine filters—such as Channel = Referral and Territory = Lagos—to pinpoint regional referral performance.

​
1.3 Interpret Key Metrics & Visuals

  • New Customers Over Time: A line or bar chart showing how many new accounts were created each week or month.
  • Top Acquisition Channels: A pie chart or bar graph ranking sources by count of new customers.
  • Geographic Breakdown: If enabled, a heat map or table showing signups by region/state/country.
  • Cohort Analysis (Optional): View retention or average order value for customers acquired in each period.

​
1.4 Export or Save Insights

  1. To share or archive, click Download > CSV or PDF.
  2. To revisit the same filters later, click Save Filter and give it a name (e.g., “Q1 2025 Web Signups”).
  3. If you want a quick view each day or week, pin critical charts to your Dashboard using the Add to Dashboard icon.
Using Customer Acquisition Reports in the CGIC App helps you pinpoint which channels and campaigns bring in the most valuable leads—allowing you to optimize marketing spend, refine targeting, and drive sustainable growth.