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Client Retention Intelligence

Know which clients keep your business making money.

Live retention KPIs from your own data: who your loyal clients are, where to grow, who is at risk, and which clients cost more than they bring in. No third party needed.

Book a Free Consultation See the case study

100%in-house: third-party retention reporting replaced

Sound familiar?

The problem we fix.

You find out a good client is leaving after they have gone.
Time and money go into chasing clients who never become profitable.
Retention reports come from an outside provider, weeks late.
You are buying or selling a business and cannot prove the quality of its revenue.

What you get

What we build for you.

1
Live retention KPIsClient retention, churn and revenue retention in Power BI, refreshed from your own systems.
2
Your loyal clients, clearlyHow long each client has stayed, what they bring in, and where there is room to grow them.
3
Clients at risk, flagged earlyFalling activity or revenue highlighted while there is still time to act.
4
Ready for a sale or acquisitionRetention and revenue quality evidence a buyer or investor will ask for in due diligence.

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Client retention

Know which clients keep your business making money.

Most companies spend their energy chasing new or unsustainable clients, and only notice a loyal client leaving after it is gone. Live retention KPIs change that.

Grow the clients who stay. See who your loyal clients are, how long they have been with you, and where there is room to grow them.
Stop chasing the wrong ones. Spot clients who cost more to serve than they bring in.
Buying or selling a company? Retention is one of the first things a buyer or investor checks. It shows whether the business will keep making money after the deal.
No third party. Live in your own Power BI, from your own data, whenever you need it.

Book a Free Consultation

Client retentionIllustrative example

Client retention91%▲ 3 pts

Revenue retention108%▲ 5 pts

Clients at risk7Needs action

Revenue from clients who stayed, by year joined

202120222023202420252026

Most loyal clients

Client A · 6 yrsGrow

Client B · 5 yrsGrow

Client C · 1 yrAt risk

Proof

Retention analysis: brought in-house and live.

A global SaaS client stopped relying on a third-party provider: retention analysis now runs live in Power BI, alongside automated deferred revenue reporting.

100%Third-party reporting dependency removed

97%Less time on deferred revenue analysis

40XProductivity on key processes

Read the full case study →

How it works

Three steps. No surprises.

12 weeks · fixed fee

Diagnostic

We map how the work happens today and rank what to automate by hours saved.

2Typically 4 to 12 weeks

Build

Quick wins first, built inside your own Microsoft environment.

3You own it

Handover

Training and documentation. No licence fees to us, no lock-in.

Questions

Common questions.

Why does retention matter if we are growing?

Because growth that leaks is expensive. Keeping and growing a loyal client usually costs far less than winning a new one, and retention shows whether your revenue will still be there next year.

Why does it matter when buying or selling a company?

Retention is one of the first things a buyer or investor checks. It shows whether the business will keep making money after the deal, and it supports the valuation.

Where does the data come from?

Your own systems: ERP, billing and, if you have one, your CRM. We connect them in Power BI, so the numbers are live and yours.

Other services: Finance Transformation & CFO Advisory →Month-End & Year-End Close →Audit-Ready, All Year →Bookkeeping & Payroll →Tax & Compliance →Data Readiness & Cloud →

Know which clients keep your business making money.

The problem we fix.

What we build for you.

Know which clients keep your business making money.

Retention analysis: brought in-house and live.

Three steps. No surprises.

Diagnostic

Build

Handover

Common questions.

Not sure where to start?