Reporting & AnalyticsPurpose
1.2. Generate automated reports highlighting attendance drops, ongoing participation, and re-engagement outcomes.
1.3. Segment clients by participation behavior, such as regulars, dropouts, and returnees, for actionable analytics.
1.4. Notify staff and management for timely interventions and personalized client outreach.
1.5. Integrate retention metrics with revenue forecasting and marketing optimization.
Trigger Conditions
2.2. Billing cycle completes.
2.3. Predefined period of client inactivity (e.g., 14 days without attendance).
2.4. Scheduled monthly or weekly report generation.
2.5. Manual request by administrator or coach.
Platform Variants
• Function: Read client attendance data; run custom script for retention calculation.
• Sample: Use `spreadsheets.values.get` and custom Apps Script triggers.
3.2. Microsoft Power BI
• Feature: Scheduled data refresh and visualization of churn/retention via DAX calculated columns.
• Sample: Set up scheduled refresh and create DAX for `RetentionRate`.
3.3. Tableau
• Function: Connect to CRM database, automate churn dashboard updates.
• Sample: Use Tableau Extract Refresh schedules.
3.4. Salesforce
• Feature: Process Builder flow to auto-tag accounts at risk.
• Sample: Set field update with “Churn Pattern” if `LastAttendanceDate < NOW()-14`.
3.5. HubSpot
• Function: Workflow to trigger notification on client inactivity.
• Sample: Workflow “Contact Inactive 14 days” with Slack/E-mail alert.
3.6. Zoho Analytics
• Feature: Automated scheduled retention report with email output.
• Sample: Scheduler for report delivery using “Send this View by Mail.”
3.7. Twilio
• Function: SMS API to notify managers of high churn risk.
• Sample: POST `/Messages` endpoint with custom template.
3.8. SendGrid
• Feature: Automated retention report via email API.
• Sample: POST `/mail/send` with charts attachment.
3.9. Slack
• Function: Automated report summary to channel via Incoming Webhook.
• Sample: POST JSON to webhook on report generation.
3.10. Mailchimp
• Feature: Tag segment “Churn Risk” for tailored campaigns.
• Sample: Update List member tag via `/lists/{list_id}/members/{subscriber_hash}/tags`.
3.11. ActiveCampaign
• Feature: Deal pipeline automation for at-risk clients.
• Sample: Deals API with custom field “Churn Monitor.”
3.12. Airtable
• Function: Base automation to flag low attendance in client records.
• Sample: Scripted automation “If Absences > 3, set Status: At Risk.”
3.13. QuickBooks Online
• Feature: Scheduled churn/retention financial impact report.
• Sample: Use Report API endpoint filtered by churn tag.
3.14. Xero
• Feature: Automated loss forecast report for at-risk clients.
• Sample: Use `/reports` endpoint with client filter criteria.
3.15. Monday.com
• Function: Board automation for adding “Churn Watch” labels.
• Sample: Automation recipe: “If inactivity detected, set Status to Churn Risk.”
3.16. Notion API
• Feature: Daily/weekly update in dashboard for at-risk clients.
• Sample: PATCH `/pages` for database status update.
3.17. Pipedrive
• Feature: Workflow automation to relocate churned contacts to special pipeline.
• Sample: Use `/deals` API to update pipeline stage.
3.18. BambooHR
• Feature: Automated staff alert for client churn trends.
• Sample: Notification automation triggered on API data fetch.
3.19. Intercom
• Function: Drip campaign for re-engagement; track response rates.
• Sample: Set up automatic assignment based on last seen date.
3.20. Domo
• Feature: Scheduled dashboard/report update for retention KPI.
• Sample: DataFlow configured to auto-pull and chart churn data.
Benefits
4.2. Automatic reporting reduces manual effort and human error.
4.3. Improved segmentation allows for targeted marketing and retention strategies.
4.4. Clear, real-time analytics support data-driven decision-making by management.
4.5. Seamless integration across business systems improves workflow efficiency.