Retention and At-Risk

This report turns client-history data into an account-health view so the office can see which customers are active, drifting, dormant, or new.

Health States

Accounts are grouped into four buckets:

• Active
• At Risk
• Dormant
• New

The report also layers in open renewal quotes and overdue balances so you can prioritize the accounts that matter most.

Generate Quote Action

Each row includes a Generate Quote action. Clicking it jumps into the estimate flow with the selected client already attached.

Use this when:

• A repeat customer has gone quiet
• An at-risk account needs a renewal quote
• A dormant client is worth reactivating

Best Uses

• Review the report weekly for churn prevention
• Sort your call list around overdue balance plus days since last job
• Pair it with Lead Source ROI when you want to compare acquisition quality against long-term customer value