How to use Gained vs Loss Report

This report helps track the growth or decline of your recurring cleaning customers over a selected period. It’s useful for analyzing business trends and understanding retention.

1. Accessing the Report

• Go to Reports → Routines Gained vs. Lost

• Select date range (e.g., month-to-month, custom range)

• Optionally, filter by specific customer

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2. What the Report Shows

• Routines Gained: Total value of new recurring services acquired during the period

• Routines Lost: Total value of recurring services lost during the period

• Net Difference: Gains minus losses (can indicate growth or decline)

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3. Key Features

• Compare different months or custom time periods

• Track individual customer changes

• See repeat customer activity over a longer timeline

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4. Notes

• Useful for monitoring overall business growth

• Helps identify trends in customer retention and acquisition

• Can inform marketing or retention strategies