Chart criteria for client with orders in last 90 days

Chart criteria for client with orders in last 90 days

21/10/2024

 

The "Clients With Orders in Last 90 Days" is designed to help 3Shape labs catch on-the-fence doctors before they completely stop sending cases.

It's also designed to *not* ring the alarm bell too early--sometimes doctors don't send cases for a few days because of vacation, business trips, etc.  (See chart sorting criteria below.)

 

2023-05-25_16-53-27.png

Stopped

  • No orders in the previous 2 weeks

Declining

  • 75%+ order decline in 4 weeks, or
  • 50%+ decline in 2 week averages, or
  • No order in previous week

Rising/Steady:

  • All clients not in the above categories

Note:  These categories are also displayed on the Sales Ranking report.

Was this article helpful?

Give feedback about this article