Client Growth & Retention Analytics

This article describes the Client Growth & Retention analytics section. It is for owners and admins who want to measure acquisition and retention and grow their client base.

Track new client acquisition, monitor returning clients, and analyze growth trends to build a loyal customer base and grow your business.

What This Shows

The Client Growth & Retention Analytics section helps you understand your client base growth, retention rates, and acquisition trends.

👥 New Clients This Period

Clients added in the selected period with trend indicator showing growth or decline.

Based on: Client creation date

📊 Total Clients

Total number of clients in your database (all-time). Shows your total client base size.

Scope: All clients ever added

🔄 Returning Clients

Clients who have booked more than one appointment. Shows client loyalty.

Definition: 2+ appointments

📈 Growth Trend

Area chart showing cumulative client growth over time.

Chart Type: Area chart

Business Value

How This Helps Your Business Grow

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  Acquisition Tracking:

  Monitor new client acquisition trends. Measure marketing campaign effectiveness and identify what brings in new clients.

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  Retention Analysis:

  Understand client loyalty by tracking returning clients. Higher retention means more revenue per client and lower acquisition costs.

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  Growth Trends:

  Visualize client base growth over time. Set growth goals and track progress toward business expansion.

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  Marketing ROI:

  Measure marketing campaign effectiveness by tracking new client acquisition during campaign periods.

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  Customer Lifetime Value:

  Identify returning vs one-time clients. Focus retention efforts on high-value clients.

💡 Tips & Best Practices

• ✅ Monitor Acquisition: Track new client trends weekly to measure marketing effectiveness
• ✅ Focus on Retention: Aim for high returning client percentage - it's cheaper to retain than acquire
• ✅ Analyze Growth: Use growth chart to visualize expansion and set realistic growth goals
• ✅ Compare Periods: Compare this month with last month to measure acquisition improvement
• ✅ Identify Patterns: Look for patterns in new client acquisition to optimize marketing timing
• ✅ Retention Strategies: Implement loyalty programs or follow-up campaigns to increase returning clients

Frequently asked questions

What does the Client analytics section show?

It shows new clients in the period, total clients (all-time), returning clients, growth trend, and related metrics. All values respect the Dashboard period selector.

How is "returning client" defined?

A returning client is one with more than one appointment. The section may show a returning rate or percentage to help you focus on retention.

How do I improve client retention?

Use reminders and follow-ups, offer loyalty or repeat-booking incentives, and track retention in this section over time. Compare periods to see if retention is improving.