Client Retention Report: Spot Clients Before They Churn 🔍
New Feature
The Client Retention Report helps you identify clients who may need attention before they stop doing business with you!
Use the report to:
- Identify Active, At-Risk, and Churned clients
- Spot active clients whose spending has dropped
- Review their latest invoice, document, payment, and communication activity
- See invoice count, average invoice value, and lifetime business value
- Prioritise the most actionable clients for follow-up
And more...
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