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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!

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

 


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!
 

 


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