Lost Customers Report

The Customer Exception Report:  Analysing transactions to identify new customers acquired, customers lost and the underlying trend over time, you can identify those whose client base is in decline.  The sooner the problem is identified, the sooner they can start to do something about it.

This ‘Management by Exception’ report is generated if the current trends in terms of customer acquisition and customer attrition indicate future profitability is likely to reduce rather than grow.

Download Sample Report

To create this report for your business please speak to your Accountant, Bookkeeper or Advisor.

If you need further assistance please contact us.

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