What it answers
Customers with no recent service or open agreement, ranked by past value, so you can reach out before they churn.
What's on the page
- Tiles: at-risk customers, value at risk.
- Table per customer with last service date, lifetime revenue, and days since; open the customer or message them from the row.
- The Win-back automated email targets the same customers.
Every report works the same way
Date presets (This month, Last 30 days, This year) or a custom Start and End date; Month / Quarter / Year grouping where it applies; stat tiles with a comparison to the prior period; charts; a table; and CSV and PDF buttons at the top right (the PDF includes the charts).
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Include your business name, account email, what you were trying to do, what happened instead, and a screenshot if possible. For billing, sync, or login issues, include the exact error message if shown.
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