Know which customers are growing - and which are quietly leaving.

Customer growth analytics for recurring-relationship businesses - lifetime value, year-over-year growth classification and dormancy detection, with drill-downs and Excel export.

In production at AAC

ClientAAC

DomainCustomer analytics

BuildAnalytics layer + drill-downs

StackNode.js · React · MUI

DataPostgreSQL · computed YoY engine

Where this started

A business built on repeat relationships dies quietly: customers do not announce they are leaving, they just do not come back. The transactions sit in the database all along - what is missing is the layer that reads them as customer stories. This module aggregates every customer's approved history and answers the only question that matters: growing, flat, declining, or gone?

Decision 01

One grid that reads like a verdict.

Every customer in one ranked view: lifetime value, running versus closed engagements, average business per year, and a computed year-over-year status - growth, no growth, declined, or none at all - with days-since-last for anyone going quiet. Filters by branch and status; the whole grid exports to Excel.

Customer insights - lifetime value, YoY status and dormancy in one grid

Decision 02

Drill down to the years, not just the totals.

Click a customer and the story unfolds year by year - business volume and enrolments per year in an accordion breakdown, so a relationship manager sees the shape of the relationship, not just its sum.

Customer drill-down - business by year with growth classification

Decision 03

Dormancy is a queue, not a surprise.

Customers with no running engagements surface in a win-back view ranked by lifetime value and days dormant - the highest-value silences first. Retention work gets a worklist instead of a hunch.

Growth trends - segments and the win-back queue

The result

The book is no longer a mystery: management sees who is growing, who has stalled, and which valuable customers have gone 400 days without coming back - early enough to do something about it. Built as a module of the AAC platform, the engine reads any recurring-relationship history - designed to stand alone.

Every customer classified

YoY growth engine labels each customer - growth, no growth, declined, none - from approved history.

Stories, not just sums

Year-by-year drill-down per customer with business volume and enrolment counts.

Retention gets a worklist

Dormant customers ranked by lifetime value and silence - exportable to Excel.

Under the hoodNode.js · React · MUI · PostgreSQL

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