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Module Overview

The Customer Analysis Report is key to understanding your client’s greatest asset because without customers there is no business. The Customer Analysis Report provides you and your clients with a clear understanding of what is happening with regards, customer acquisition, customer attrition, sales volumes, average transaction values and the underlying trends.

Opportunity and Risk: Instantly understand the year on year movement in the Top 10 customers, including number of transactions and average transaction value. Pinpoint the clients most at risk and clarify for you and your client exactly where they have lost and gained customers.

Sample Report

Playbook