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
- Generate a report (cohort or snowball)
- Click a cell in the report (e.g., "Feb 2024 cohort, Month 3")
- The Insights panel opens showing:
- List of customers in that cell
- Individual customer values
- Customer status (retained, churned, expanded, etc.)
- 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