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PAUCEK AND LAGE

Customer Retention Report


CHURN RATE OVER TIME CUSTOMER ENGAGEMENT RETENTION RATE BY
METRICS PRODUCT/SERVICE

3.0
JAN : 2.5 Website App Support
2.5 Visits: Usage: Tickets: Loans
92 85
2.0
FEB : 2.2 15,000 12,000 500 Investments

1.5
Credit Cards
MAR : 2.8 1.0
20000
88 90
Savings
0.5
APR : 2.0
0.0 15000
JAN FEB MAR APR

10000 REASONS FOR CHURN


CUSTOMER SATISFACTION TRENDS

10.0 Pricing
11,8% Issues
Quarterly customer 5000
8.0 satisfaction scores on
35,3% Service
6.0 a scale of 1 to 10. Quality
23,5%

4.0 0 Competitor
Switch
8.2 8.0
ge

ts
Q1 : Q3 :
ts

2.0 ke
si

sa
Vi

29,4%
ic
U

Relocation
8.5 8.3
tT
te

Q2 : Q4 :
p
si

Ap

or

0.0
eb

pp

Q1 Q2 Q3 Q4
W

Su
Monthly Profit
Margins Analysis
Monthly gross profit margin percentages. Profit Margin by Market Segment
40%
Individuals 20%

Corporate 18 %
30%
SMB 15 %

20%
Net Profit Margin

10% 15%
January

February 14%
0%
January February March April March 16%

Profit Margin by Product Line


Summary
Product A
This report presents a detailed analysis of monthly profit margins, allowing for
Product B
an in-depth examination of profit performance.
Product C
0 5 10 15 20 25 30
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