This report categorizes accounts into three groups — New Business, Returning, and Non-Returning — to help you track client activity over time. It compares the number of accounts and billing totals to the previous year, showing both percentage and dollar differences.
Running this report allows sellers and managers to see where business is growing, which clients are continuing their spend, and which have dropped off. It helps identify retention successes, lost opportunities, and areas where outreach or recovery efforts are needed.
