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9. Customer and product losses

Customer Losses lists customers who bought regularly and have stopped altogether; Product Losses lists products that have stopped selling.

ColumnMeaning
Missed ValueThe estimated revenue lost since they stopped.
Potential Profit LostThe longer-term impact if the business is not recovered.
Times BoughtHow often they bought before stopping — a regular buyer is worth more effort.
Last Sold to / Last Sold DateWhen the last sale was.
Months AgoHow long ago that was.

Customer Losses. Sort by Missed Value, then check Times Bought: a long-standing customer is the easiest to win back.

When a customer is counted as lost

A customer counts as stopped once the gap since their last purchase passes their usual buying interval by a set margin. The Minimum and Maximum Missed Days and Minimum Missed Value variables keep the list to losses that are recent enough to recover and large enough to matter.