Retain Financial Section

At the top of the page, Zengain displays key information to focus the team.

Unlike generic tools, Zengain is laser-focused on helping you and your revenue team identify, prioritize, and seize every sales opportunity.

From the moment you open any dashboard, whether acquiring new customers or growing existing accounts, you’ll see high-impact opportunities highlighted front and center.

The financial and engagement section: This shows four statistics:

1. Churn risk in value

2. New to retain in the last 30 days (focus feature)

3. Total no. Customers' engagement decreased month-over-month

4. Total no. lost Customers in the previous 7 days (takes to Reactivate Customers module)

See revenue-focused tools for more

How the numbers are calculated:

• Orange

  • $<X> in churn risk across <Y> customer accounts

  • where X is sum of ARR value of all unique customers shown in this module that has CustomerEngagementLevel = VeryLow OR None

    • click activates filter At risk

• Green

  • <Y>

  • Customers entered the retain phase

  • in the last 30 days

    • click activates filter New customers

• Blue

  • <Z>

  • Customers' engagement decreased

  • month-over-month

    • click activates filter Engagement Decreased

    • where 1 customer’s but 12 customers'

• Red

  • <Z>

  • Lost customers

  • in the last 7 days

    • click takes to Reactivate Customers page AND filters by 7-day Churn