New Client Retention by Company |
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New Client Retention by Company |
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New Client Retention by Company |
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New Client Retention by Company |
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This report shows business retention information about clients who first visited the business in the selected date range.
Options Include:
| o | Detail or Summary |
| o | First Visit Date Range Selection |
| o | Additional Options |
| o | Sort Options |
This report displays the following information:
| o | Client Name |
| o | First Visit Date |
| o | Retained (Yes/No) |
| o | Number of Return Visits |
| o | Home Phone |
| o | Mobile Phone |
Important Note for Retention Reports:
| ❖ | It is common for business totals to not match employee totals when it comes to retention. |
The reason for that is this:
A new client comes in and sees 2 different providers. Each provider gets credit for this new client since this client is new to each employee. For the business as a whole this is just one client.
That means that when you add up each individual employee totals that this client will count twice. When you look at the business report this client will only count once since, from the business's point of view, it is just one client.
Retained clients work the same way. If a client comes in to see one provider and then comes again a week later for a different provider then neither employee gets credit for retention since neither one really retained the client (at least not yet).
From the business’s point of view the client is retained since it was a new client who came back.
Report Example:
