Field

Status

Determine the key segmentation criteria (e.g., acquisition channel, product/service type, customer demographics) for your analysis.

Establish the time periods for cohort grouping (e.g., monthly, quarterly, annually).

Collect historical data on customer interactions, including acquisition, conversion, and retention metrics.

Ensure data accuracy and consistency across all relevant sources (CRM, analytics tools, etc.).

Segment customers into cohorts based on the defined criteria and time periods.

Label each cohort for easy reference (e.g., "Q12053 Paid Search," "Enterprise Clients").

Calculate key performance indicators (KPIs) for each cohort, such as:

• Customer acquisition cost (CAC)

• Customer lifetime value (CLTV)

• Conversion rates

• Churn rates

• Revenue per cohort

Create visualizations, such as cohort retention curves and stacked bar charts, to illustrate trends and patterns.

Use tools like Excel, Tableau, or Google Data Studio for effective data visualization.

Identify differences in behavior and performance between cohorts.