Turnover Data Calculator

Lost Customer Analysis

Upload order spreadsheets, validate Costar IDs, configure scrub settings, and run the automated lost customer report.

Step 1 · Import & Validate

Select the store, drop in the latest orders, and confirm every job name has a Costar ID.

Store —

Select Store

Import New Order InformationDrag & drop orders (.xlsx/.csv) or click to browseAccepted: .xlsx, .xls, .csv

Missing Costar IDs

If any Job Runner names are not mapped to Costar IDs, add the missing Costar ID below or upload the updated Keys spreadsheet, then re-run validation.

All job names are currently mapped. Upload new keys if you received an updated Costar export.

Update Keys SpreadsheetUpload the Job Runner → Costar spreadsheetAccepted: .xlsx, .xls, .csv

Customer ID ↔ Costar Mapping

Import from Costar CSV or maintain mappings manually for quick lookup.

Customer ID	Property ID	Property Name	Actions
Loading mappings…

Lookup by Customer ID

Import from CSV

Drop Costar export with Custid / PropertyIDAccepted: .xlsx, .xls, .csv

Filter stores, exclude maintenance orders, define the comparison windows, and set the lost-customer thresholds.

Step 1 Pending

Run Data Scope

Lost Date Duration

Adjust the number of days a property can sit without ordering before it is considered lost.

As Of Period

Start DateEnd Date

Compare To

Start DateEnd Date

View aggregate KPIs for each period and review the Lost Customer detail.

Run the scrub to populate the Lost Customer report.

Flush all imported data (orders, keys, and customer mappings). This action cannot be undone.