Retail · Excel
Monthly customer acquisition trend chart with cumulative total for investor presentation
Independent grading: 92/100(verify, opens in a new tab)
Problem
Chidi Okafor at Meridian Retail (simulated retailer) needed a customer growth chart as the centrepiece of an investor slide. The chart had to show monthly new customer acquisition alongside a running cumulative total, filtered to non-duplicate customers only, and styled to Meridian brand colours.
What I did
The foundation is a PivotTable on a Customer Growth sheet, grouped by acquisition month and filtered to is_duplicate = FALSE so duplicate signups do not inflate the counts. A running cumulative total column sits next to the PivotTable, built with a formula that adds each month's new customers to the prior period's running sum. The combination chart places monthly new customers as orange bars on the left axis and the cumulative total as a navy line on the right axis, giving both series readable scales without one dominating the other.
Finding
The cumulative total line reaches approximately 2,100 by December 2024, consistent with the verified non-duplicate customer count of 2,131, and monthly bar values fall consistently in the 38 to 52 range across the four-year acquisition window from January 2021 through December 2024.
Outcome
Chidi received a presentation-ready chart titled clearly, with a dual-axis layout and brand colours, that tells a four-year customer growth story in a single visual.
Next step
Adding a second line showing the cumulative total of active customers only (those with total_orders greater than zero) would let Chidi show investors not just signups but genuine conversion alongside growth.
- PivotTable construction with row, column, and value field configuration
- PivotTable grouping by month
- Running cumulative total formula in Excel
- Combination chart with dual axes (bar and line series)