1. Choose one reporting period
Use the same start and end dates across all three client counts.
2. Enter starting clients
Count clients considered active at the beginning of the period.
3. Enter new clients
Count clients first acquired during the period under the same client-definition rules.
4. Enter ending clients
Count active clients at the end of the period.
5. Review retention and loss
Use the retention rate with retained and lost client counts to monitor repeat-business performance.