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This report helps businesses track client retention and follow up with non-returning clients if needed.
Key Features
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Displays a list of non-returning clients along with their contact details.
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Includes statistical insights, such as the number and percentage of returning clients.
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Allows filtering by whether clients returned to the same employee.
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Recommended date range: Start date 6 months prior to the current date, end date 8 weeks prior to the current date (adjustable as needed).
Report Breakdown
Client Information
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Client Name: The name of the non-returning client.
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Work Phone: The client’s work phone number.
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Home Phone: The client’s home phone number.
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Mobile Phone: The client’s mobile phone number.
Client Return Metrics
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Did Not Return: Number of clients who visited during the selected date range and have not yet returned.
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Returned: Number of clients who visited during the selected date range and have returned since.
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Total Unique Clients: Number of unique clients that visited during the selected date range.
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Percentage Returned: Percentage of total clients who returned after the selected date range.
How to Access the Report
Navigate to: Tools > Reports > Clients > Non-Returning Clients From Date Range
Use this report to analyze client retention and take necessary actions to improve customer engagement.