Navigate to Main Menu / Management Reports / Customer Gain/Loss.
This report is to be processed annually.
The purpose of this report is to reflect how many customers have been gained compared to how many customers have been lost for the given time frame. This report provides total gallons for each customer based on total gallons of all tanks selected by Propane or Refined Fuels.
When processing the report, Date Ranges to Compare should match for beginning and ending months.
- In this example, if a customer has gallons in 2018 but no gallons in 2019, it is considered a loss.
- If the customer did not purchase gallons in 2018 but did in 2019, it is considered a gain.
- If the customer purchased gallons in both time frames, it is not considered a loss or gain.
- The report gives an overall total of gains and losses for the report time period.
