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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Your QuickBooks invoice history contains all the data needed for cohort retention analysis, but the platform lacks tools to segment customers by acquisition periods and track retention over time.
Here’s how to transform your invoice data into sophisticated cohort analysis for SaaS retention insights.
Build customer cohort analysis from QuickBooks invoices using Coefficient
Coefficient imports historical QuickBooks invoice data and enables time-based customer segmentation for advanced retention analysis.
How to make it work
Step 1. Import historical invoice and customer data.
Use Coefficient’s date filtering to pull Invoice and Customer data across extended time periods. This creates the dataset needed to track customer behavior over multiple billing cycles and acquisition periods.
Step 2. Create customer acquisition cohorts.
Import Customer records with creation dates to segment customers by acquisition month or quarter. Coefficient’s automatic data sorting organizes customers chronologically, making cohort grouping straightforward.
Step 3. Track revenue retention by cohort.
Pull Invoice data with customer ID mapping to track which customers from each cohort continue generating revenue. Monitor revenue amounts per customer over time and identify billing frequency patterns from QuickBooks subscription continuity.
Step 4. Build cohort retention calculations.
Create formulas that calculate month-over-month retention rates by acquisition cohort, revenue retention percentages for each customer group, and cohort lifecycle value progression over time.
Understand customer retention patterns
Cohort analysis reveals which customer segments have the strongest retention and helps optimize acquisition strategies. Start building retention insights from your QuickBooks data.
