We use several formulas to build a monthly company scorecard. One of them is a lost customer alert.
Make the thresholds whatever you like but ours is customers that spend north of $10K in R12 but less than $100 the past two months. This is a quick way to start conversations with our TM’s. Did the contractor go to a competitor, going out of business, cut off for credit etc…
We measure this every month with the goal of minimizing customers that qualify on the Lost 10K alert.