| Term | Definition |
|---|---|
| Cohort | A group of customers who share a common characteristic, typically when they first became customers |
| Cohort Age | How many periods since a cohort started (Month 0 = first month, Month 1 = second month) |
| Retention Rate | Percentage of customers (or revenue) that remains active over time |
| Waterfall | A breakdown showing how a metric changes through additions and subtractions |
| Term | Definition |
|---|---|
| New | Customers making their first-ever transaction |
| Return | Previously churned customers who come back |
| Growth | Existing customers increasing their spend |
| Reduction | Existing customers decreasing their spend (but not to $0) |
| Lost | Customers who had value last period but $0 this period |
| Term | Definition |
|---|---|
| Gross Churn | Revenue lost from Reduction + Lost as % of Starting |
| Net Revenue Retention (NRR) | Ending / Starting — >100% means growth without new customers |
| LTV | Lifetime Value — total revenue from a customer over their lifetime |
| MRR | Monthly Recurring Revenue |
| ARR | Annual Recurring Revenue (MRR × 12) |
| Term | Definition |
|---|---|
| Periods as Columns | Data layout where each column is a time period (Jan, Feb, Mar as headers) |
| Periods as Rows | Data layout where each row is one observation at one time |
| Segment | A dimension for grouping (product, region, plan, etc.) |
| UID | Unique Identifier — the column that identifies individual customers |
| Term | Definition |
|---|---|
| BYOAI | Bring Your Own AI — generate prompts for external AI tools |
| Drill-Down | Click a cell to see underlying customer details |
| Data Health Scan | Quality check on your data before analysis |
| Insights Panel | The side panel showing detailed data for a selected cell |