FH

Account Retention Performance Dashboard

FuturHealth CX · Account Retention Team
Snapshot
Retained Revenue
Save Rate

Lifetime Retained Revenue

Each customer's retained revenue is split evenly across their post-save transaction dates and credited to the calendar month of each transaction — so a saved customer keeps contributing revenue in every month they stay.

Retained Revenue by Cohort Month

Total retained revenue attributed to the month the save happened (Save Date), regardless of when future transactions land.

Save Rate % YTD

Customers saved (by Save Date) as a share of tickets with a cancel reason, per month. Most recent 1–2 months are partial / still developing as saves get logged.

Saves by Outcome (YTD)

What action closed the save: Save by Education (product unchanged), Medication Switch (Initial Product Name and Product Name After Save reference different medications), or Plan Switch (same medication, different plan length -- or a different Historical Split Payment plan).

Saves by Medication (YTD)

Initial product bucketed by medication, plan-type distinctions collapsed. Historical Split Payment / Microdosing / Non-RX are non-medication buckets.

Saves by Product Length (YTD)

Initial product bucketed by plan length, medication distinctions collapsed. Historical Split Payment / Microdosing / Non-RX are non-length buckets.

Save Rate Detail

Cancel Request % YTD

Tickets with a cancel reason as a share of total tickets, per month. Most recent 1–2 months are partial.