Report: Loyalty Rate of Clients
Mon Jun 13 2022 07:08:27 GMT-0500 (Eastern Standard Time)
See the continuity of purchase that your clients have.
Go to Reports > Clientes > Loyalty Rate:
![](https://d29l98y0pmei9d.cloudfront.net/article/5095/c1288756-2dc5-4f4b-846a-304e75479e8f.png)
In this report you can see the recurring clients, since it indicates what they purchase month to month, that is to say how continuously the client is buying, shown annually.
A window will appear similar to this one:
![](https://d29l98y0pmei9d.cloudfront.net/article/5095/4666a771-b8d7-4fac-a166-d59c63a8e7a9.png)
Filters:
To filter the information in this report, use the filters located above the data:
- Period: Determine the period you want the report to show.
- Team: By sales force team (System >Catalog >Sales force team.)
- Executive: By sales force members (System>Catalog>Sales force members.)
- Year: You can filter by current year or any of the last 6 years.
- Currency: Shows you the type of currencies you have registered in the system (System > Catalogs > Currencies.)
- New Parameter: You can create the filter that you need:
![](https://d29l98y0pmei9d.cloudfront.net/article/5095/8e8ebbd0-e466-4887-9d19-f743eea8bf82.png)
Columns:
- Client: Name of the contact
- Company: It will show the company whenever it is linked or added to the contact.
- Retention: Shows the measurement of the contact by the amount being sold.
- Total: This is the total sum of the monthly amounts and the subsequent columns show the amounts according to the selected period.
Export:
- The detail can be exported in CSV, JSON, or MailChimp as just the data on the screen or all of it.
![](data:image/png;base64,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)
Important:
- The information filtered in this report is not shown in a graph, but is measured through a progress bar.
- It allows you to enter the customer's data, where you will be able to see all the sales made.