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How to view client churn reports

This guide shows how to view details for lost clients and the value of churn across defined periods.

Scenario

Let's say you want to view the clients you had lost/churned in 2021. You would set report parameters as follows:

  • Earlier Reporting Period = 2020/January - 2020/December
  • Later Reporting Period = 2021/January - 2021/December
  • New Business Threshold = 100%
  • Revenue or Billings = Revenue 

With the above settings, the report would list all clients who had revenue in 2020, but did not have revenue in 2021.  In other words, revenue decreased from 2020 to 2021 for each client on the report.

Setting the Churn Threshold to 70%, for example, will include any client whose revenue decreased by 70% or more from 2020 to 2021. 

The report also provides a Churn %.  In the above setting, it will show the total revenue lost from all churned clients in 2021 as a percentage of total revenue in 2020.

Step by Step Guide:

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