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Customer Exception Report

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The Customer Exception Report:  Analysing transactions to identify new customers acquired, customers lost and the underlying trend over time, you can identify those whose client base is in decline.  The sooner the problem is identified, the sooner they can start to do something about it.

Sample Report

Customer Analysis

Scenario Modelling

Marketing Effectiveness

Additional Resources

Further information on Client Engagement & Referrals.

Table of Contents