--047d7bf1652041eef5050a6afeb8 Content-Type: text/plain; charset=UTF-8 Content-Transfer-Encoding: quoted-printable 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 with 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 by 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 you > 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 start= ed > services and no longer active after a certain time. This will be easy to > 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 confuse= d. >> It seems wrong to look at a specific date since many client don=E2=80=99= t have >> service that day. How do we establish a benchmark starting point? Do w= e >> look at an entire month. My son contacted Russell and his reply is belo= w >> which is no less clear. I get the impression that everyone maybe using = a >> different method. >> >> >> >> In the interest of clarity and consistency (and my sanity), could you >> tell me what I should be doing. I want to track this monthly and I=E2= =80=99m >> having a tough time figuring it out. >> >> >> >> Thanks. >> >> >> >> >> >> *Tim Thomas* >> >> *Home Care Assistance (Montr**=C3=A9**al) Inc.* >> >> *4464 Ste. Catherine Ouest* >> >> *Westmount, Qu**=C3=A9**bec* >> >> *H3Z 1R7* >> >> *Tel: 514 907 5065 - Fax: 514 907 5067 >> * >> >> >> >> *tthomas@homecareassistance.com * >> >> >> >> *www.homecareassistancemontreal.ca >> * >> >> *www.facebook.com/hcamontreal