Tracking Annual Retention Numbers
I am trying to find a specific set of data and I can't quite figure out how to do it. Hoping for some insight from the Excel wizards on here.
Essentially I have a data set with:
- Client Name
- Open Date
- Closed Date
I used a pivot table and I can see how many clients we signed up in a given year and how many we closed in a given year, but I am struggling to find out how many of the clients were retained from a previous year and NOT the new clients from that year.
I feel like I am missing something extremely obvious, and this could just be a simple math problem and not even an Excel issue at this point, I'm not sure. In my defense I'm sick and over worked lol. Any advice would be helpful. Here's the pivot tables I used (I'm very new to using pivot tables so forgive me if they are weird).
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