The Canceled Properties Report provides a comprehensive view of property level cancellations across your account. Unlike reports that focus solely on individual service lines, this report tracks entire canceled property locations, helping you evaluate total lost revenue, compare cancellations between new and existing customers, track representative performance, and isolate primary cancellation trends.
Filter Options
Use the filter criteria at the top of the screen to tailor your reporting view:
- Sales Rep/Technician: Filter cancellations assigned to specific sales representatives or field technicians.
- Service Area: Narrow down results by specific operational or geographic service zones.
- New/Existing: Isolate accounts based on client longevity (New customers vs. Existing long-term clients).
- Start Date / End Date: Define a specific timeframe (
YYYY-MM-DD) to measure cancellations during a given period. - Cancel Reason: Filter by specific recorded reasons for cancellation (e.g., Price, Moved, Service Quality).
- Cancel Status: Select the administrative cancellation status.
Action Controls
- Search: Applies the selected filters and refreshes the metrics bar and detailed log.
- Reset: Clears all active filters back to system defaults.
- Download CSV: Exports the full dataset into a spreadsheet file for external recordkeeping or custom analysis.
Summary Metrics Bar
Directly below the filters, a summary bar provides high-level totals based on your active search:
- Total Cancelled Properties: Total count of property locations that have been canceled.
- Total Cancelled Services: Total number of individual service rounds associated with the canceled properties.
- Total Cancelled Revenue: Aggregate dollar value of lost revenue across all canceled properties.
- New Customer Cancelled Properties: Total count of canceled property locations belonging to newly acquired customers.
- New Customer Cancelled Services: Total number of individual services canceled for new customers.
- New Customer Revenue Lost: Total financial loss resulting specifically from new customer cancellations.
- Total Sales: Total count of active/total sales completed within the analyzed context.
- Total Sales Revenue: Aggregate sales revenue total for baseline comparison.
Data Table Breakdown
The detailed table below displays line item cancellation records for each property:
| Column Header | Description |
|---|---|
| Canceled Date | The date on which the property cancellation was logged in the system. |
| Canceled By | The user or system account that processed the cancellation. |
| Customer Name | Name of the primary customer account. |
| Customer Start Date | The original date the customer signed up or was added. |
| Property Name | Designated name or identifier for the property location. |
| Address | Physical street address of the property. |
| Primary email address on file for the customer. | |
| Phone | Primary contact phone number for the account. |
| Lost Revenue | Dollar amount of lost revenue associated with the canceled property. |
| Sales Rep. | Sales representative assigned to the property or account. |
| New/Existing Customer | Classification indicating if the account was New or Existing at cancellation. |
| Service | Specific individual services impacted by the cancellation. |
| Program | Parent service program associated with the property. |
| Cancel Reason | Detailed feedback or reason provided for canceling. |