The Recurring Shipments Schedule Change Activity dashboard is a summary of active and cancelled recurring schedules with manufacturer impacts and customer cancellation reasons. Any data tables can be quickly exported to a spreadsheet for further analysis. A table of customer comments related to cancelled subscriptions will inform customer service opportunities.
You will want to use this dashboard in conjunction with others available as you explore the data. This one will give you a good idea of how your customer behavior drives recurring activity, it can help inform areas for brand campaigns or other incentives to keep the scheduled shipments active. It can also help you understand high impact causes for cancellation & allow you to adjust as needed.
You will see a link to this document in the heading of the dashboard, click on Dashboard Help to access the document.
KPIs & trends
At the top of the dashboard you will see a comparison of shipping schedules that have been created (or are active) and those that are cancelled. A simple KPI will give you the volume, and a column chart will show you he trend over time. You control the date range with the dashboard filter.
A useful application is to understand any dips & spikes in your customer behavior around ongoing or cancelled schedules, also the overall longer term trends. Are your customers cancelling shipments at a steeper rate than the active shipments? Have you offered an incentive for recurring shipments and want to measure the success? You are able to right click and expand the metirc to a daily granularity - this can be helpful to understand particularly high or low metrics.
Following you will see the manufacturer impact, and by filtering the date range might see brand shifts. For example, you might see that the cancelled shipments have a significant allocation for ABC brand, while for the same period the new or active shipments show that allocation for XYZ brand. Understanding the shifts in your marketing, sales incentives and pricing will be key to understanding why customers might be making these shifts.
There are of course many reasons a customer might cancel a recurring shipment - some will simply be consolidating with other existing shipments, some are changes in their needs and still others for reasons of their experience as a customer. The reasons given by customers for cencelling their recurring shipments are given in a table; you will want to pay close attention to these and find opportunities for customer service.
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