Retain Customer Filters

Easily filter Customers by time or opportunity so you can focus your efforts.

Filters section: This allows you to filter your customers by:

  1. All - View all without any filters applied.

  2. Upcoming Renewal - Subscriptions expiring within the next 30 days.

  3. New - Subscriptions appeared in the Retian module in the last 30 days.

  4. At Risk - Subscriptions with low conversion probability levels indicate potential churn risk.

  5. Engagement Decreased - Subscriptions where customer engagement dropped last month compared to the previous month.

  6. Engagement Increased - Subscriptions where customer engagement improved last month compared to the previous month.

  7. Live - they were in the app in the last 0-8 hours. These are Customers with "live" indicators

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