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Here is the background information.
A few weeks after presenting your dashboard to the management, the Retention Manager from the telecom reaches out to you directly. He was impressed by your work and asked if you can put together a dashboard about customer retention.
In addition, to better understand the data, the telecom Retention Manager has scheduled a meeting with the engagement partner at PwC to cover these points:
i) Customers in the telecom industry are hard-earned: we don’t want to lose them ii) The retention department is here to get customers back in case of termination iii) Currently, we get in touch after they have terminated the contract, but this is reactionary: it would be better to know in advance who is at risk iv) We have done customer analysis with Excel: it has always ended in a dead-end v) We would like to know more about our customers: visualized clearly so that it’s self-explanatory for our management.
The Retentions Manager has provided some information, have a look through the resource section.
Here is My Task,
i) Define proper KPIs ii) Create a dashboard for the retention manager reflecting the KPIs iii) Write a short email to him (the engagement partner) explaining your findings, and include suggestions as to what needs to be changed