Monthly customer retention and churn reports

**Purpose**

1.1. Automate aggregation, calculation, and distribution of monthly customer retention and churn analytics for decision-making and performance tracking.
1.2. Automating the generation of actionable insights into loyal and departing customers to optimize marketing and customer success workflows.
1.3. Provide automated visibility for management and teams into trends, root causes, and retention KPIs, reducing manual report creation for furniture rental operations.

**Trigger Conditions**

2.1. Automatedly trigger on the first day of each month at 02:00 AM UTC.
2.2. Optionally automate manual triggers for ad hoc reporting or triggered by custom events like monthly subscription cycle resets.
2.3. Automator triggers when new customer usage data is synced or when contract expirations are processed automatically in the database.

**Platform Variants**

3.1. Salesforce
• Feature/Setting: Schedule Reports API, configure monthly exporting/scheduling of customer retention custom analytics.
3.2. HubSpot
• Feature/Setting: Workflows + Reports API; automate report creation based on lifecycle stage changes, output with emailed dashboards.
3.3. Microsoft Power BI
• Feature/Setting: Scheduled Refresh & Power BI REST API; automate dataset refresh and export retention/churn dashboards.
3.4. Tableau
• Feature/Setting: Tableau Server REST API, schedule monthly report exports, distribute dashboards via automated emails.
3.5. Google BigQuery
• Feature/Setting: Scheduled Queries + BI Engine; automate SQL jobs for churn calculations and exported results to Sheets/API.
3.6. Zoho Analytics
• Feature/Setting: Scheduled Reports with automated email delivery and retention calculation SQL automation.
3.7. Looker (Google Cloud)
• Feature/Setting: Scheduled Looks + Looker API; automate monthly run and delivery of retention/churn analytics.
3.8. AWS QuickSight
• Feature/Setting: Scheduled Reports and QuickSight APIs; automate dataset refreshes and push notifications for reports.
3.9. Segment
• Feature/Setting: Automated Customer Cohort Export via Destinations API, automate data flow to BI/reporting tools.
3.10. Snowflake
• Feature/Setting: Snowflake Tasks + Streams for automating recurring churn computation SQL scripts.
3.11. Google Sheets
• Feature/Setting: Apps Script Scheduler or Sheets API, automate generation and sharing of monthly report sheets.
3.12. Airtable
• Feature/Setting: Automations with Scripting and Scheduled Automator Triggers; automate churn metric calculations + output.
3.13. Slack
• Feature/Setting: Scheduled Slack Bot Messages; automate direct delivery of reports using Slack API or integrations.
3.14. Monday.com
• Feature/Setting: Automations + Analytics Dashboards; automate trigger-based export and sharing of monthly KPIs.
3.15. Pipedrive
• Feature/Setting: Pipedrive Scheduler + Insights API; automate recurring analytics sharing for customer trends.
3.16. Qlik Sense
• Feature/Setting: Task Scheduler + Reporting Services; automate churn analysis & auto-distribute insights.
3.17. Oracle NetSuite
• Feature/Setting: SuiteAnalytics Workbook Scheduler; automate custom retention/churn report distribution monthly.
3.18. ActiveCampaign
• Feature/Setting: Automate monthly campaign reports using Automations + Analytics API for retention metrics.
3.19. Intercom
• Feature/Setting: Scheduled CSV export via API, automate flow into analytics/reporting destinations.
3.20. Power Automate (Microsoft)
• Feature/Setting: Flow scheduler + standard connectors (Power BI, SQL); automate collation and routing of analytics.

**Benefits**

4.1. Automates manual reporting to save time and reduce errors.
4.2. Automatedly surfaces actionable insights for business strategy and trend analysis.
4.3. Enables fast automated distribution to stakeholders, driving data-driven decisions.
4.4. Scales with business growth by automating data flow, ensuring no missed reporting cycles.
4.5. Automator makes reporting more transparent, reliable, and accessible for future audits and analytics expansions.