You have been given a report from the CRM system used by Sophia's Software, Inc. Sophia's...
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You have been given a report from the CRM system used by Sophia's Software, Inc. Sophia's is a software-as-a-service company that licenses its software products to customers. Sophia's is trying to better understand its customer attrition (customers who do not review their subscriptions.) Customer Name Source Product Sales Rep Customer 62 Banner Ad Pine Customer 79 Call in IPine Customer 132 Banner Ad Pine Sales Manager Pennypacker Costanza Morgan Costanza Pennypacker Seinfeld Subscription Subscription Annual Locatin Vermont New Hampshire Industry Life Sciences Technology Start Date End Date Amount 5/8/2017 30,000 5/11/2017 53.800 Maine Financial Services 11/23/2017 31,100 Customer 8 Customer 133 Customer 43 Trade Show Cherry Newman Costanza Vermont Technology 9/16/2017 51,700 Website Referral Cherry Walnut Morgan Seinfeld Massachusets Technology 5/12/2017 50,900 Drake Costanza Connectcut Technology 3/17/2017 3/17/2018 18,700 If a customer has a subscription end date, the customer has attritted (or not renewed its subscription). If the customer does not have a subscription end date, the customer is active and has renewed its subscription. In the table above, Customer 62 is active; whereas Customer 43 has attritted. In addition the information from Sophia's CRM system, the Company also categorizes its customers by annual revenue range as follows: Annual Revenue Range Pricing Tier Tier 1 $ to $ 10,000 Tier 2 $ 10,000 to $ 20,000 Tier 3 $ 20,000 to $ 30,000 Tier 4 $ 30,000 to $ 40,000 Tier 5 $ 40,000 to $ 60,000 Your assignment is to seek insights regrading Sophia's customer attrition by creating and analyzing pivot tables. Create as many pivot table analyses as you deem necessary to help you understand customer attrition. Deliverable: Provide the requested information in an excel file. Add explanations and comments to the spreadsheet as needed. You have been given a report from the CRM system used by Sophia's Software, Inc. Sophia's is a software-as-a-service company that licenses its software products to customers. Sophia's is trying to better understand its customer attrition (customers who do not review their subscriptions.) Customer Name Source Product Sales Rep Customer 62 Banner Ad Pine Customer 79 Call in IPine Customer 132 Banner Ad Pine Sales Manager Pennypacker Costanza Morgan Costanza Pennypacker Seinfeld Subscription Subscription Annual Locatin Vermont New Hampshire Industry Life Sciences Technology Start Date End Date Amount 5/8/2017 30,000 5/11/2017 53.800 Maine Financial Services 11/23/2017 31,100 Customer 8 Customer 133 Customer 43 Trade Show Cherry Newman Costanza Vermont Technology 9/16/2017 51,700 Website Referral Cherry Walnut Morgan Seinfeld Massachusets Technology 5/12/2017 50,900 Drake Costanza Connectcut Technology 3/17/2017 3/17/2018 18,700 If a customer has a subscription end date, the customer has attritted (or not renewed its subscription). If the customer does not have a subscription end date, the customer is active and has renewed its subscription. In the table above, Customer 62 is active; whereas Customer 43 has attritted. In addition the information from Sophia's CRM system, the Company also categorizes its customers by annual revenue range as follows: Annual Revenue Range Pricing Tier Tier 1 $ to $ 10,000 Tier 2 $ 10,000 to $ 20,000 Tier 3 $ 20,000 to $ 30,000 Tier 4 $ 30,000 to $ 40,000 Tier 5 $ 40,000 to $ 60,000 Your assignment is to seek insights regrading Sophia's customer attrition by creating and analyzing pivot tables. Create as many pivot table analyses as you deem necessary to help you understand customer attrition. Deliverable: Provide the requested information in an excel file. Add explanations and comments to the spreadsheet as needed.
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