Cohort Analysis Excel Template

Excel model template for conducting cohort analysis and customer behaviour analytics for your business.

by CFI
Corporate Finance Institute® (CFI) - Official provider of the Financial Modeling & Valuation Analyst (FMVA)™Follow 269

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Description
This Excel model is the perfect tool for performing cohort analysis and analysing the behavioural tendencies of your customers and clients.

Cohort analysis is an essential part of any SaaS business, as it allows you to monitor your clients and find trends in behaviour. This will then allopw you to adapt your product and service accordingly in order to make improvements.

For instance, this template uses the example of an SaaS business. This cohort analysis gives them the opportunity to track the use of their software by each user and identify trends and patterns in customer behaviour.

The first tab acts as a kind of dashboard, in which a chart shows the decline in use of the service by users signing up in each individual month. By conducting this analysis, you will be able to analyse poor performing months, and make the adequate changes to avoid repeating this performance.

The second tab allows you to input all of the relevant data, including:

- Join Date
- Last Activity Date
- Start Date
- Months Since Last Active

This inforlmation is then processed into the dashboard chart which visualises the decline in use of your service on a monthly basis.

This model is perfect for SaaS businesses who wish to monitor customer behaviour. This analysis will allow you to make changes to enhance the performance of your service and retain customers.

This Best Practice includes
1 Excel File