Draft reference — content review pending

Active Customers

The number of distinct customers who meet the agreed activity definition during a defined period.

Plan my KPIs

Business question

How many distinct customers engaged with the business under the chosen activity definition?

Formula

Active customers = count of distinct customers with at least one qualifying activity during the reporting period.

COUNT(DISTINCT qualifying customer IDs)

Calculation notes

Define qualifying activity for the business, such as a completed purchase, active contract, booked service, or meaningful account event.

Edge-case guidance

Do not count anonymous activity as a distinct customer unless a stable identity rule exists. Keep the activity window consistent.

Required data

InputTypeStatusAvailable source hints
Qualifying customer identifiersDistinct customer identifiers associated with qualifying activity.IdentifierRequiredCRM · POS · Ecommerce platform · Appointment system

Interpretation

Use the measure to understand the currently engaged customer base and pair it with new, retained, and lost-customer views.

Caution

The measure depends on the identity and activity rules. More active customers are not automatically better if activity is low-value or unprofitable.

Implementation recommendation

Write the qualifying-activity definition next to the report and keep identity resolution consistent across channels.

Target guidance

Set the first target from a comparable historical baseline for active customers, then adjust it for strategy, capacity, seasonality, data quality, and relevant market or regulatory context. Review the direction with the accountable business owner rather than treating any external benchmark as universal.

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