The customer loyalty report provides a key performance indicator by measuring the customer performance of the business. The report will tell you how loyal the customer base is, how many new customers you have gained, how many customers you have lost, and how many have become inactive. The category parameter allows you to list contacts according to the same parameters so that you may easily identify them and export the information for further processing if required.
Location - The business location to report on (Enterprise and Franchise Editions)
Type - Allows you to choose what detail to report based on activity.
Category - Allows you to include one or all of the contact categories.
New Customer - The number of days from today you wish to deem a customer as new. A new customer is a customer who has been created in the database within the number of days specified.
Inactive Customer - The number of days from today you wish to deem a customer inactive. An inactive customer is one who's last invoice was greater than the number of days specified.
Loyal Customer - The minimum amount spent over a time frame in days.
Dead Customer - The number of days from today you wish to consider a customer dead. A dead customer is one who has not been invoiced for a time specified in days.
Location - The location reporting.
Contacts - The number of contacts in file.
New - The number of new contacts based on the report parameters.
Active - Customers that have been invoiced within the specified time frame for inactive customers.
Active % - The percentage of contacts who are active.
Loyal - The number of customers who meet the loyal customer criteria.
Loyal % - The percentage of contacts who are loyal.
Inactive - The number of customers who are inactive.
Inactive % - The percentage of contacts who are inactive.
Dead - The number of dead contacts based on the report parameters.
Dead % - The percentage of contacts who are considered dead customers.
Tips: The
average North American household owns 1.2 vehicles. The average spending
on maintenance and repairs per vehicle over a year is $800. That means
that each household spends approximately $960 per year in maintenance
and repair. How much of that $960 do you need to get before you consider
them loyal? Once you set your criteria, measure it monthly for an annual
time frame to see if it continues on an upward trend.
The new and dead customers are best measured over 365 days to see if the customer base is growing or shrinking. Are there more new customers coming in than going out? It is important to delete dead contacts once deemed permanently dead.
Pre - The contact's name prefix (Mr., Mrs., Ms.)
First - The contact's first name.
M. - The contact's middle name.
Suffix - The contact's name suffix (Sr., Jr.)
Street - The contact's street address.
City - The contact's city of residence.
Prov - The contact's province or state of residence.
Postal - The contact's postal code.
Country - The contact's country of residence.
Phone - The contact's main phone number.
Email - The contact's email address.
M - A letter code indicating the preferred method of contact. M = Snail Mail, E = Email, and P = Telephone. If it is blank, it indicates that the contact is set to Do Not Mail.
Date - The last service date or the date the last invoice was posted.
Note: A last
service date of N/A is displayed when an customer has never been invoiced.
Tip: When
using the inactive or dead type, you can right-click on the contact and
delete it from file.
