history_check: Checking license history

In southwick-associates/salic: Prepare Agency Dashboard Data

Description

These functions can be called following make_history with show_diagnostics = TRUE.

• history_check_sample: View a sample of customers from history table to check year over year dynamics (outputs a list split by customer ID).

• history_check_lapse: Produce a count summary of customers by lapse value (outputs a list).

• history_check_R3: Produce a count summary of customers by R3, yrs_since, & duration_run_lag (outputs a data frame).

Usage

history_check_sample(history, n_samp = 3, buy_min = 3, buy_max = 8)

history_check_R3(history, yrs)

history_check_lapse(history)

Arguments

history	data frame: license history table
n_samp	numeric: number of customers to view
buy_min	numeric: minimum number of license purchases for customers to include
buy_max	numeric: maximum number of license purchases for customers to include
yrs	numeric: Years in sales data (column 'year') from which to create license history

See Also

Salic Function Reference: salic

Other license history functions: make_history, rank_sale

Examples

library(dplyr)
data(sale, lic)
yrs <- 2008:2018

history <- inner_join(lic, sale) %>% 
    rank_sale() %>%
    make_history(yrs, "res", show_diagnostics = TRUE)

history_check_sample(history)
history_check_lapse(history)
history_check_R3(history, 2008:2018)

southwick-associates/salic documentation built on Nov. 5, 2019, 9:13 a.m.