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The Retention Rate
Analysis Template will help you track your customer acquisition, retention
and reactivation rates for the current year and compare them to those of the
prior year. Enter the BOM (beginning
of month) balance of customers for this year in Month 1 under this year
(TY). The BOM for this year will be
calculated for each of the following months.
For each month under the "TY" column, enter the number of
new, reactivated and inactive customers.
Be sure to enter the number of "Inactives" as a positive
number. For a year-to-year comparison,
you must enter last years (LY) actuals for BOM, new, reactivated, and
inactives.
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