Customer retention and churn reporting

Purpose

 1.1 Automate extraction and aggregation of customer retention and churn data specific to construction aggregates suppliers.
 1.2 Identify trends and metrics on customer loyalty, lifetime value, and prediction of churn risk rates.
 1.3 Generate automated retention/churn visual reports for periodic business review and analytics.
 1.4 Notify management of at-risk clients for proactive intervention.
 1.5 Enable correlation of retention metrics with supply chain or delivery issues.
 1.6 Power real-time dashboards for granular retention and loss segmentation.
 1.7 Schedule detailed exports (CSV/Excel) for finance and sales teams.
 1.8 Integrate metrics into company ERP/BI platforms for comprehensive reporting.
 1.9 Reduce manual errors and reporting delays for compliance and operations review.
 1.10 Automate escalation to customer service or sales team for follow-up action.

Trigger Conditions

 2.1 Scheduled (e.g., daily, weekly, monthly) reporting intervals.
 2.2 Database update/new transactions indicating client inactivity.
 2.3 Customer CRM status change (e.g., moved from “active” to “dormant”).
 2.4 External API notification (BI tool alert, new support ticket raised, etc.).
 2.5 Manual trigger by an authorized user for ad hoc analytics.

Platform Variants

 3.1 Salesforce
 • API: Retrieve Opportunities, Accounts, Reports; configure via “Reports REST API” to extract retention segments.

 3.2 Microsoft Dynamics 365
 • Feature/Setting: “Customer Insights”/“Power Automate” flows aggregating churned customers and retention histories.

 3.3 HubSpot
 • API: CRM contacts API; automation via “Workflows” to fetch inactive customer lists and retention metrics.

 3.4 Zoho CRM
 • API: use “getRecords”, “searchRecords” for pipeline status; scheduled “Reports” export to cloud drive.

 3.5 SAP (C4C, S/4HANA)
 • Setting: Use OData/REST endpoints for customer lifecycle and order analytics; automated table extraction.

 3.6 Oracle NetSuite
 • Feature: “SuiteAnalytics Connect”; SQL query scheduled for recurring churn and loyalty cohort reports.

 3.7 QuickBooks Online
 • API: “Customer” and “Invoice” endpoints; identify low-activity accounts programmatically.

 3.8 Xero
 • API: “Contacts Endpoint”; filter on last_invoice_date; export flagged clients.

 3.9 Google Sheets
 • Feature: “Sheets API”; append or read rows for inactivity and retention scoring; triggers on spreadsheet update.

 3.10 Microsoft Excel Online
 • Feature: “Excel REST API”; scheduled pull of customer-related rows for reporting via Power Automate.

 3.11 Power BI
 • API: “Push Datasets”; refresh dashboards via REST API for live customer churn visualizations.

 3.12 Tableau
 • API: “Tableau REST”; update published datasources with fresh retention/churn calculations.

 3.13 Snowflake
 • Feature: Stored Procedures/Tasks; scheduled SQL for customer status extraction, results piped to analytics tools.

 3.14 AWS Redshift
 • Feature: Data API; query for churned customer segments; push outcome to Slack/Email/S3.

 3.15 Google BigQuery
 • API: Schedule Queries; output to Data Studio for retention dashboards.

 3.16 Looker
 • API: “Looker API”; automate Looks/Explores with retention KPIs, scheduled delivery to stakeholders.

 3.17 Slack
 • API: “chat.postMessage”; send real-time alerts to specific channels if customer at-risk metrics trigger thresholds.

 3.18 Gmail
 • API: “Gmail Send”; email reports to sales management weekly/monthly on retention stats.

 3.19 Twilio SMS
 • API: “Messages API”; send SMS alert to account executive if top customer status flips to dormant.

 3.20 SendGrid
 • API: “Mail Send”; configure transactional email blasts with embedded churn/retention data to executive team.

 3.21 Monday.com
 • API: “Boards API”; add item or status change for at-risk client for internal tracking and action.

 3.22 Notion
 • API: “Database API”; create or update summary entries for customer retention analytics and team access.

 3.23 Intercom
 • API: “Contacts” and “Conversations”; trigger follow-up sequence with flagged churn risk contacts.

Benefits

 4.1 Real-time, error-free churn/retention reporting tailored to construction aggregates context.
 4.2 Faster, data-driven retention action driving improved customer lifetime value.
 4.3 Multi-platform integration meets diverse environments and compliance needs.
 4.4 Automated alerts enable precise customer intervention for sales and customer support teams.
 4.5 Centralizes retention/churn intelligence for cross-departmental visibility and decision-making.
 4.6 Reduces cost and time of manual report generation and escalation.