Interactive Insights

Getting Started with Interactive Insights.

Interactive Insights

After generating a report, you can click any cell to see the underlying customer details.

How It Works

  1. Generate a report (cohort or snowball)
  2. Click a cell in the report (e.g., "Feb 2024 cohort, Month 3")
  3. The Insights panel opens showing:
    • List of customers in that cell
    • Individual customer values
    • Customer status (retained, churned, expanded, etc.)
  4. Export the customer list to a new sheet for further analysis

What You'll See

For Cohort Cells: All customers in that cohort at that age, their values, and status (Active, Churned, Expanded, Reduced).

For Snowball Cells: Customers who contributed to that movement, their before/after values, and why they're in that category.

Performance

  • First click: A few seconds (loads from cache)
  • Subsequent clicks: Near-instant
  • Large datasets: May take longer, but Jetti handles it