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Identifying Churn in AR

IDEA Tech Tip


Customer churn (also known as customer attrition, turnover, or defection) is when a customer decides to stop engagement with your company.

IDEA can help easily identify “churn” in accounts receivable by following these steps:

Perform a File Compare between the current and prior year databases. A File Compare will take the detail AR from both years, summarize, and join the databases. A difference column calculating the current and prior year balances will be created automatically. To determine potential AR churn, index the field containing the number of records (NRECS_2017) for the current year in ascending order. If that customer has a balance from the previous year, then it tells us that although they have a balance in both years, the decrease in activity (NRECS_2017 vs. NRECS_2016)) suggests that customer engagement has dropped off.

AR Churn Analysis


Tech Tip



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By IDEA Help Desk Team
The IDEA Help Desk is staffed by CIDA-certified data analytics experts. Our team has one goal - to help you get the most from IDEA. In addition to providing one-on-one support for using any IDEA feature or function, they also provide Tech Tips to keep your skills sharp.


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