--001a113ac10a041129050a6b97ab Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable Tim I took the # of new starts from the lead report under custom reports - that is generated from actual inputs into clear care. The KPI dashboard may be wrong, as anytime you use the assessment form and hit save, it shows a client, when in fact many times it is just an assessment. The 45 came from December gross profit summary(same as November). I did see your client starts differ than lead report. Are some of those client starts repeat clients for short hours or something? Let me know what you find out. Barbara On Wed, Dec 17, 2014 at 10:27 AM, Timothy Thomas wrote: > > Hi Barbara, > > There seems to be a few discrepancies in our numbers. It could be because > their are a several of different ways to extrapolate this information wit= h > varying results. > > The profit summary for November does in fact yield 44 clients, so I agree > with you there. > > Now to attain the new clients for December, I've looked at the KPI > Dashboard, which says we have 8 for the month. I've also run a report on > client start dates for the month of December, which yields 10. (what are > you using for this) > > For the final number you gave (45) I assume you mean active clients? I > currently see 41 clients as active (determined by visiting the "clients" > page and double checked by reviewing the dashboard of live-view clients b= y > week). > > By those numbers, we have a potential of 54 clients and to date only 41 > are active for a total retention this month of 76%. > > Can you please clarify the specific reports used to attain both new and > active clients. > > Thank you, > > *From:* Barbara Schuh >> *Date:* December 16, 2014 at 5:15:04 PM GMT-5 >> *To:* Tim Thomas >> *Subject:* *Re: FW: Retention Rate* >> >> Tim >> >> The profit summary report shows 44 clients for Nov. So far in December, >> you added 4 new clients, with a potential of 48 clients. To date, you >> have 45 of the 48 clients for a total retention this month of 94% or >> attrition of 6%. Our goal is to stay under attrition of 10%. So far yo= u >> are doing very good this month. When I do the QBR's, I use the formula >> Russell is talking about. That formula looks at clients names that star= ted >> services and no longer active after a certain time. This will be easy t= o >> track. You then want to keep a list of the 3 lost clients and why they >> were lost. >> >> Barbara >> >> On Tue, Dec 16, 2014 at 2:56 PM, Tim Thomas > tthomas@homecareassistance.com> wrote: >>> >>> Hi Barbara, >>> >>> >>> >>> We have been trying to calculate retention rates and we looked at the >>> gross profit summary in Clear Care as you suggest but were a bit confus= ed. >>> It seems wrong to look at a specific date since many client don=E2=80= =99t have >>> service that day. How do we establish a benchmark starting point? Do = we >>> look at an entire month. My son contacted Russell and his reply is bel= ow >>>