cohort-analyzer

Cohort Analyzer

Overview

The Cohort Analyzer skill provides systematic analysis of customer and revenue cohorts to understand retention patterns, lifetime value trends, and business health over time. It enables deep understanding of unit economics evolution and customer quality.

Capabilities

Revenue Cohort Analysis

• Track revenue by acquisition cohort
• Analyze net revenue retention (NRR) by cohort
• Measure expansion, contraction, and churn
• Identify cohort quality trends over time

Retention Curve Analysis

• Build and visualize retention curves
• Compare retention across cohorts
• Calculate retention benchmarks by segment
• Identify retention inflection points

LTV/CAC Analysis

• Calculate LTV by cohort and segment
• Track CAC trends over time
• Analyze LTV/CAC ratio evolution
• Model payback period by cohort

Segment Analysis

• Segment cohorts by customer type
• Analyze channel-specific cohort quality
• Compare enterprise vs. SMB retention
• Identify highest-value customer segments

Usage

Analyze Revenue Cohorts

Input: Revenue data by customer and month
Process: Build cohort matrix, calculate retention
Output: Cohort analysis, NRR by cohort, visualizations

Build Retention Curves

Input: Customer data with start dates and activity
Process: Calculate retention by period since acquisition
Output: Retention curves, benchmark comparisons

Calculate Unit Economics

Input: Revenue cohorts, CAC data, time horizon
Process: Calculate LTV, LTV/CAC, payback
Output: Unit economics summary, trend analysis

Identify Cohort Trends

Input: Multi-period cohort data
Process: Analyze quality trends, flag concerns
Output: Trend analysis, quality assessment

Key Metrics

| Metric | Calculation | Target Range | |--------|-------------|--------------| | NRR (Net Revenue Retention) | (Start + Expansion - Churn) / Start | 100-130%+ | | GRR (Gross Revenue Retention) | (Start - Churn) / Start | 85-95%+ | | LTV/CAC | Lifetime Value / Customer Acquisition Cost | 3x+ | | Payback Period | Months to recover CAC | 12-18 months |

Integration Points

• Financial Due Diligence: Support revenue quality analysis
• Financial Model Validator: Validate retention assumptions
• Quarterly Portfolio Reporting: Track portfolio company cohorts
• Customer Reference Tracker: Connect qualitative feedback

Visualization Outputs

• Cohort retention heatmaps
• Retention curve comparisons
• LTV/CAC trend charts
• Cohort revenue waterfalls
• Segment comparison charts

Best Practices

1. Use monthly cohorts for SaaS, adjust for business model
2. Separate new logo vs. expansion revenue
3. Analyze both count and revenue retention
4. Look for cohort quality degradation as signal
5. Segment analysis often reveals hidden patterns