Other Insights Reports

Customer Churn

Customer churn refers to the scenario when a customer stops doing business or ends the relationship with a company.

This report provides a monthly breakdown of:

• Active Customer Count: The number of customers who have had at least one active sales order in a given month.
• Monthly Difference: The change in the number of active customers compared to the previous month.
• Change in Monthly Difference: The change in the "Monthly Difference" compared to the previous month.
• Lost Customer Count: The number of customers who have not had an active Sales Order for a certain number of months (defined by the "Lost Customer Definition" domain setting).
• New Customer Count: The number of customers who made their first Sales Order in a given month.
• Churn Rate: The percentage of active customers who have become "lost customers" in the next month.
• Cumulative Churn Rate: The total percentage of active customers who have become "lost customers" since the start of the report.
  The amount of months a customer must be inactive to be considered a "lost customer" is defined by the "Lost Customer Definition" Domain Setting.

Lost Customer Definition Domain Setting

• Customer inactivity threshold
• The new Customer Churn report will consider a customer “lost” if they haven’t had any Sales Orders within the specified number of months.

Quoting Winrates

This report shows the rate at which Quotes are won.

A Quote is won if a Sales Order has been created against it.