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The Customer Retention History report provides historical insights into customer retention trends, allowing detailed analysis of customer loyalty metrics. This report compares customer retention volume metrics over time for New, Lost, Returning, and Recovered customers, providing measurable insights into customer engagement. You can use these insights to anticipate customer trends and implement sales strategies, improving customer retention and engaging with new demographics.
Use the report
Sales managers can use this report to analyze customer retention and empower actionable sales strategies to optimize ongoing sales performance.
With the New and Returning Customers analysis, you identify a decrease in new customers in recent months. In response, you decide to launch a new marketing campaign targeting first-time customers to engage with new customers and invigorating future sales performance.
Using the Temporarily Lost vs Lost Customers visual, you identify a comparative increase in lost customers who weren't recovered. To improve customer retention, you invest in extra salesperson training to improve customer engagement strategies and strengthen customer loyalty, ensuring ongoing returning sales.
Key Performance Indicators (KPIs)
The Customer Retention History report includes the following KPIs and measures:
- No. of Lost Customers
- No. of New Customers
- No. of Recovered Customers
- No. of Returning Customers
- No. of Temporarily Lost Customers
- Sales New Customers
- Sales Recovered Customers
- Sales Returning Customers
Click on the link for a KPI to learn more about what it means, how it is calculated, and what data was used in the calculations.
Tip
You can easily track the KPIs that the Power BI reports display against your business objectives. To learn more, go to Track your business KPIs with Power BI metrics.
Data used in the report
The report uses data from the following tables:
- Sales Value Entries
- Sales Invoice Lines
- Project Ledger Entries
- Customer
Try the report
Try the report here: Sales Demographics
Tip
If you hold down the CTRL key while you select the report link, the report opens on a new browser tab. In this way, you can stay on the current page while you explore the report on the other browser tab.
Related information
Track your business KPIs with Power BI metrics
Ad hoc analysis of sales data
Built-in sales reports
Sales analytics overview
Sales overview