Skip to main content
Question

Client Retention Rates

  • December 24, 2024
  • 2 replies
  • 101 views

Forum|alt.badge.img+4

We are looking to utilize Aspire to calculate year-over-year client retention rates. Has anyone done this successfully within the system or are you exporting lists and manipulating in Excel? Aspire claims we can do this using the Contract Renewals Report, but was not able to give any indication of proper set-up or a pre-built list for us to use as a starting point. Any help is appreciated!

2 replies

baraica
Community Manager
Forum|alt.badge.img+28
  • Community Manager
  • December 26, 2024

Hi ​@lisagreenwell - have you considered adding a custom formula to show the renewal percentage inside the Contract Renewals Report? 

 


CapsaAnalytics
Forum|alt.badge.img+8
  • Participating Frequently
  • January 2, 2025

Personally I don’t have a way for you to do this in Aspire, but by pulling data out I’ve produced this view. Happy to share more if you’re interested!