← The FP&A libraryPractice · 4 questions → Build my 2027 budget →Meet your AI CFO →
Forecasting
Cohort analysis
Grouping customers by when they started and tracking each group's revenue or retention over time, so growth in new customers does not hide churn in old ones.
Owned by: Senior analystTest band: Senior analyst
In practice
A blended retention number improves just because you added new customers. Cohorts show whether the product actually keeps people.
The kind of thing the test asks
- Blended monthly retention improved from 92% to 95% while the business doubled its new-customer intake. The right conclusion is…
More in forecasting
Free · no account · no card
Get your 2027 budget built from your QuickBooks — P&L, balance sheet and cash flow, in Excel.
Knowing the method is half of it. Wauvel runs it on your QuickBooks, every day.
$99/mo, everything included. Free for 14 days, no card.