Isaac Churn Risk Report

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The Isaac Churn Risk Report displays a list of clients who are predicted to stop purchasing products and services at your business. The Isaac Churn Risk Report uses machine learning to gather client data, identify behavioral patterns, and predict future client attrition with 87% accuracy.

This helps you proactively take action to retain your clients before it’s too late. You can reach out to these clients directly, or you can configure automated marketing campaigns to be sent specifically to clients listed on the report.

A simplified version of the Isaac Churn Risk Report can be added to the dashboard and viewed by any staff members with the Dashboard Access permission enabled. For more information, see Staff role permissions. Alternatively, you can view clients who are at risk of churning in the client list or the All Clients Report by applying the Churn Risk filter

With this report, you can view the detailed information of clients who are predicted to be at risk of leaving. The summary cards at the top of the page provide an overview of the key information in the report.

This article describes how to view the Isaac Churn Risk Report and provides details of the columns that appear in the report. To learn how to customize and filter the report, see Viewing a report.

In this article:

    To view the Isaac Churn Risk Report:

    1. Click the App Drawer button .
    2. In the App Drawer, click View All.
    3. In the list, click Dashboard. You can filter the list by entering Dashboard into the Search field.
    4. Open a dashboard that has the Isaac Churn Risk tool. If you do not have a dashboard set up with the Isaac Churn Risk tool, then you must create one or add it to an existing dashboard. For more information, see Managing a dashboard.
    5. Under Isaac Churn Risk, click VIEW REPORT. The Isaac Churn Risk Report is displayed.
      • Alternatively, you can click on the number displayed beside each key metric to navigate to the default Isaac Churn Risk Report or the Isaac Churn Risk Report that is filtered by those respective client types.

    Summary cards in the Isaac Churn Risk Report

    Summary cardDescription
    Total Churn RiskThe total number of clients who are predicted to stop purchasing products and services at your business.
    [Client Type 1]The number of at-risk clients who are [Client Type 1].
    [Client Type 2]The number of at-risk clients who are [Client Type 2].

    Headings in the Isaac Churn Risk Report

    HeadingDescription
    ClientThe name of the client.
    Home Phone NumberThe home phone number of the client.
    Work Phone NumberThe work phone number of the client.
    BirthdayThe date of birth of the client.
    GenderThe gender of the client.
    AddressThe address of the client.
    CityThe city in which the client lives.
    Zip/Postal CodeThe ZIP or postal code of the client.

    Advanced filters in the Isaac Churn Risk Report

    FilterDescription
    Client ActivityUse this filter to determine which clients to include in the report based on whether they are active over the past year.
    Client StatusUse this filter to determine which clients to include in the report based on whether they currently have an active purchase option.
    Signed Business ContractsUse this filter to determine which clients to include in the report based on whether they have any unsigned business contracts.
    Client TypesUse this filter to determine which clients to include in the report based on their client type.
    GenderUse this filter to determine whether to include clients in the report based on the gender specified in their profile.
    Home LocationUse this filter to determine which clients to include in the report based on the home location associated with their profile. This filter will only search for active locations, deactivated locations will not be displayed.
    Subscribed to News and UpdatesUse this filter to determine which clients to include in the report based on whether they are subscribed to news and updates.
    Signed Liability WaiverUse this filter to determine which clients to include in the report based on whether they have signed your online waiver.
    Edited Purchase OptionsUse this filter to determine which clients to include in the report based on whether they have Purchase Options that have been individually modified.
    GroupsUse this filter to determine which clients to include in the report based on their client group.
    NoteThis filter will pull any relevant information from the available fields. For example, if you filter for groups A, B, and C, the filter will find clients from group A, group B, group C, and any combination thereof, as opposed to only finding clients who belong to all three groups.
    Achieve UsersUse this filter to determine which clients to include in the report based on whether they use the Achieve Client App.

     

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