)
Written by
Table of Contents
“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.”
Salesforce reporting severely limits cohort analysis because it can’t easily group customers by acquisition periods and track their churn behavior over subsequent months. Native reports lack the matrix structure needed for proper cohort tables.
You’ll learn how to build comprehensive churn cohort analysis using your Salesforce data in spreadsheets designed for this type of analysis.
Build comprehensive cohort tracking using Coefficient
SalesforceCoefficientSalesforcesimply can’t handle the complex matrix calculations required for cohort analysis.excels at this by leveraging spreadsheet functionality to track how different customer acquisition groups behave over time using yourdata.
How to make it work
Step 1. Import your Salesforce account data.
Use Coefficient to pull Account data including Created Date, Close Date, and Status fields. This gives you the foundation for tracking customer acquisition and churn patterns by cohort.
Step 2. Build your cohort table matrix.
Create a matrix with acquisition months as rows (Jan 2024, Feb 2024, etc.) and months since acquisition as columns (Month 1, Month 2, etc.). Fill the values with retention rates or churn percentages for each cohort period.
Step 3. Create cohort formulas.
Use advanced spreadsheet functions:. This calculates churn rates for specific cohorts over specific time periods.
Step 4. Set up automated updates.
Schedule weekly or monthly refreshes to track cohort progression automatically. Your cohort analysis stays current as customers move through their lifecycle stages.
Step 5. Add visual analysis.
Apply conditional formatting to identify cohort patterns and churn hotspots. Use color coding to spot trends across acquisition periods and customer lifecycle stages.
Step 6. Build advanced cohort features.
Create revenue cohort analysis alongside customer count cohorts. Segment cohorts by customer attributes like plan type or acquisition channel. Set up historical cohort snapshots for long-term trend analysis.
Get the cohort analysis Salesforce can’t deliver
Start buildingThis provides comprehensive cohort tracking that Salesforce cannot deliver natively. You can analyze customer behavior patterns, identify at-risk cohorts, and optimize acquisition strategies based on actual retention data.your cohort analysis today.
