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ID281 - Customer Retention Rate (Power BI) Overview & Sample

Shows Customer Retention at team/rep level, as well as who you are losing customers to.

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Overview

Overview

When Gary completed his certification on Net Promoter Score, the key take away quote was "a 5% increase in retention can result in a 50 to 100% increase in profit". This all tied into the cost of acquiring a new customer versus keeping the ones you have.  Understanding why you are losing customers is the 1st step.

This Power BI report will allow you to see which teams/reps are losing the most, who you are losing to, and we can even track how you are winning deals allowing you to put plans in place.

Download template here: https://hub.ceojuice.com/id281

See about tracking referrals here.

Type of Output: On Demand Power BI Report

 

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Sample

Sample

Home Page:

ID281a.PNG

Account Retention by Sales Rep:

ID281b.PNG

Contracts Won:

ID281c.PNG

 

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Alert Functionality

Alert Functionality

-Click here for getting Power BI in place

-Download template here: https://hub.ceojuice.com/id281
-We reference to parent customers as Accounts.
-Sales Rep assignment is based on rep assigned on Parent Customer (not Contract Record).
-New accounts are determined based on actual new account. 
-Report can determine new accounts based on the dates selected. It is not just looking back from today.
-Calculates actual retention rate month over month.

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Power BI Reporting

Power BI Reporting

**COMING SOON**

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Related Alerts

Related Alerts

ID568 - eAuto Activity Trends Power BI

ID704 - The Financial "Model" Power BI

ID770 - Financial Dashboard Power BI

ID771 - Service MIF & Profitability Power BI

ID774 - Customer Business Review Power BI

 

 

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Webinar

Webinar

Webinar recorded November 16, 2021

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