In this blog, we will show How to Generate a Lost Client Report in the Fresa Application.
Note: The Lost Client Report helps identify customers who have not generated any Jobs or Shipments during a specified period. This report is useful for tracking inactive customers, analyzing customer engagement, and supporting customer retention activities.
The report is generated based on the selected criteria and highlights customers who have had no Job or Shipment activity within the defined period, enabling sales and management teams to take appropriate follow-up actions.
The No. of Days field specifies the period of inactivity used to identify lost clients. Clients with no business activity during the selected number of days will be included in the report. Please enter an appropriate value based on your organization’s reporting requirements.
This article explains how to generate a Lost Client Report in the Fresa Application.
Step 1: Log in to the Fresa Application and navigate to the Sales module
Step 2: In the Sales module, select the Reports → Sales menu
Step 3: Select the Lost Client Report menu
Step 4: Here, you can enter the Date Range, select Lost Based On (required field), enter the number of days, and then click the Submit button.
Step 5: After clicking the Submit button, the Lost Client Report will be displayed with the relevant client details based on the selected criteria.
The above blogs explains, How to Generate a Lost Client Report in the Fresa Application
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Fresa Technologies Inc is an independent, neutral and professional software company that provides IT and IT enabled services with focus on providing solutions to Freight forwarding and shipping industries.Fresa Technologies also focus on developing cost effective and efficient Freight Forwarding Software Applications with a user friendly interface and back office solutions. It also focuses on infrastructure and hardware support such as developing & maintaining websites and Mail Services.
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