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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.”
You can track customer churn rates by acquisition month in Google Sheets using live CRM data without expensive BI software. The key is connecting your customer data directly to Google Sheets and building cohort analysis with pivot tables.
This approach eliminates manual data exports and gives you automated churn tracking that updates itself. Here’s how to build a cohort churn analysis system that refreshes automatically.
Build automated churn cohort analysis using Coefficient
Coefficient transforms Google Sheets into a powerful churn analysis tool by connecting live data from your CRM. Instead of manually exporting customer data each month, you get real-time updates that keep your cohort analysis current without any manual work.
How to make it work
Step 1. Import live customer data from your CRM.
Connect Coefficient to HubSpot , Salesforce , or any of 70+ other sources. Import customer records with Close Date, Churn Date, Deal Amount/ARR, and Customer ID fields. Set up automatic refresh schedules (hourly, daily, or weekly) so your data stays current without manual updates.
Step 2. Create acquisition month cohorts with pivot tables.
Use Google Sheets’ pivot table functionality to group customers by their acquisition month. Drag the Close Month field to rows to create instant cohort segmentation. This groups all customers who signed up in January 2024, February 2024, and so on into separate cohorts for analysis.
Step 3. Calculate churn rates for each cohort.
Add churn calculations to your pivot table by using the Churn Date field. Calculate the percentage of customers who churned within specific time periods (30 days, 90 days, 12 months) for each acquisition cohort. Since your underlying data refreshes automatically, these calculations stay accurate without manual formula updates.
Step 4. Set up automated refresh and alerts.
Schedule your data imports to refresh daily or weekly. Add Slack or email alerts to notify your team when churn rates exceed certain thresholds. Use snapshots to capture historical cohort states monthly, preserving trend analysis while your main data continues updating.
Get actionable churn insights without the BI tool overhead
This automated approach gives you professional-grade churn analysis without expensive BI software or time-consuming manual exports. Your cohort analysis runs itself, letting you focus on acting on insights rather than gathering data. Start building your automated churn tracking system today.
