Knowing your Client Retention is Critical to Profitability
One of the most important Key Performance Indicators (KPI) affecting long-term Agency profitability is regular tracking of client retention. Yet many Agencies rarely run this report. The reason for this is simple: up until now such reporting has been difficult and time-consuming. The Alexant Retention Macro changes this, making the running of this report much easier.
The Macro Provides
- Calculations for Retention, New Business, Lost Business, and the differences on Retained Accounts.
- Use of Production or Billing Screen Data.
- An easier way to analyze and maintain Client Retention.