Procare Solutions Internal Ideas Portal
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Status Completed
Workspace Data Platform
Categories Power BI Report
Created by Anastasia Goggins
Created on Feb 9, 2024

RELATED IDEAS

Filter cost of churn by competitor left to, and include software revenue

Link to report: https://app.powerbi.com/groups/73d14951-9dbf-4746-91a7-1965e153b6b9/reports/06b6f5bc-a131-4ecb-aba2-4b5e387a25f4/ReportSectionb7446108287d010de9b2?experience=power-bi


First week of the month, Tammie has me review controllable vs non-controllable churn. This would be CMS churn where the customer totally left Procare, and sometimes includes TE.


She then has me review controllable churn to Brightwheel, and the cost of that churn. The linked report above is great - but I think it only includes TE revenue and not Software, but I could be wrong about that. It would be helpful to filter by the competitor churned to, what month, and cost of churn for both software and TE.


Dave S would also like to see ledger activity, first transaction, last transaction, ACH vs CC volume, and if surcharging is/was enabled.

Summary of Request/Idea Filter cost of churn by competitor left to, and include software revenue
Department of Request Account Management
Priority of Request 2 - Lower Priority
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  • Anastasia Goggins
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    |     Feb 9, 2024

    We also look at the cost of controllable churn, and have AMs check in 30 days post-churn to the top 15 (usually) customers - that did not go to Brightwheel. We have a separate health check process in place for BW.