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MargaretNZ
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Member since ‎Oct 4, 2021
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Margaret Gimpel

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MargaretNZ on August 30, 2023
Reporting on Churn Rate
I'm looking at a way to report on Churn each quarter without having to manually export and calculate. Ideally I'd like to see summarised the number of Clients, number of Non-Paying Clients and number of Ex-Clients as at a specified date, but only th read more
Reply Discussion Reports
0 upvote
7 Replies
MargaretNZ
Participant
September 01, 2023
Hmmm .. you're onto something here! We do have a workflow that date stamps 'Date Left' when a company record is updated to 'ex-client' type. This mean...read more
Solved
MargaretNZ on August 30, 2023
Reporting on Churn Rate
I'm looking at a way to report on Churn each quarter without having to manually export and calculate. Ideally I'd like to see summarised the number of Clients, number of Non-Paying Clients and number of Ex-Clients as at a specified date, but only th read more
Reply Discussion Reports
0 upvote
7 Replies
MargaretNZ
Participant
September 01, 2023
Hmmm .. you're onto something here! We do have a workflow that date stamps 'Date Left' when a company record is updated to 'ex-client' type. This mean...read more
Solved
MargaretNZ on August 30, 2023
Reporting on Churn Rate
I'm looking at a way to report on Churn each quarter without having to manually export and calculate. Ideally I'd like to see summarised the number of Clients, number of Non-Paying Clients and number of Ex-Clients as at a specified date, but only th read more
Reply Discussion Reports
0 upvote
7 Replies
MargaretNZ
Participant
September 01, 2023
Hmmm .. you're onto something here! We do have a workflow that date stamps 'Date Left' when a company record is updated to 'ex-client' type. This mean...read more
Solved
MargaretNZ on August 30, 2023
Reporting on Churn Rate
I'm looking at a way to report on Churn each quarter without having to manually export and calculate. Ideally I'd like to see summarised the number of Clients, number of Non-Paying Clients and number of Ex-Clients as at a specified date, but only th read more
Reply Discussion Reports
0 upvote
7 Replies
MargaretNZ
Participant
September 01, 2023
Hmmm .. you're onto something here! We do have a workflow that date stamps 'Date Left' when a company record is updated to 'ex-client' type. This mean...read more
MargaretNZ on October 20, 2021
Sync data from multiple workflows and tickets
I am setting up workflows for new bundled service offerings (they will have different components and so tickets will enter multiple workflow) . From the Deal a “Master” ticket is created in the “Bundled Services” Pipeline. What I then want to be a read more
Reply Discussion Professional
0 upvote
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