Guides

Practical Guides to Customer Retention and Revenue Recovery

Clear, hands-on explanations for business owners and teams who want to understand their customers from purchase data: who is drifting away, what it may cost, and what to do next.

All guides

Guide

How to Identify Inactive Customers

A step-by-step guide to finding inactive customers in your order history: the data you need, measuring days since last purchase, segmenting, and avoiding common mistakes.

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Guide

How to Calculate Revenue at Risk

Learn what revenue at risk means, how it differs from lost revenue, and how to estimate it from historical transactions with a worked example.

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Guide

How to Identify At-Risk Customers

How to spot customers who are drifting away using recency, frequency and historical value, and how to decide who deserves attention first.

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Guide

How to Analyze Customer Churn

A practical guide to defining and measuring churn in non-subscription businesses using transaction data, cohorts and repeat-purchase metrics.

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Guide

How to Reactivate Inactive Customers

Choose which lapsed customers to contact, write relevant outreach, follow up sensibly and measure whether your reactivation work is paying off.

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Guide

How to Prepare Customer Data

Get your CSV or Excel export ready for customer analysis: required columns, identifiers, dates, revenue values and the formatting mistakes to fix first.

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Guide

Customer Retention Metrics Explained

Clear definitions and examples of retention rate, repeat purchase rate, purchase frequency, inactivity, customer value and at-risk revenue.

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