How to do your First Time Cohort Analysis

This example shows how to go from a raw customer list to your first cohort heatmap in about five minutes.

Use Case

You have a customer sheet with signup dates and want to understand how well different signup cohorts retain over time.

Prerequisites

• Jetti Sheets installed and sidebar open
• A Google Sheet with:
  • Customer ID (email or ID)
  • Signup date
  • Optional metric (MRR, revenue)

Steps

1. Open your data
   • Navigate to the sheet with your customer list.
2. Start a Cohort report
   • In the Jetti sidebar, click New Report → Cohort Analysis.
3. Confirm column detection
   • Jetti will suggest:
     • Customer ID → your ID/email column
     • Cohort date → signup/first-seen date
     • Metric (optional) → revenue/MRR
   • Adjust if needed.
4. Configure the analysis
   • Cohort granularity: Monthly (recommended).
   • Value type: Customer count or Revenue.
   • Date range: select a reasonable window (e.g., last 24 months).
5. Run the report
   • Click Run Analysis.
   • Jetti reads your sheet, computes cohorts, and creates a new tab with a heatmap.
6. Review the results
   • Scan rows for cohorts that stay green longer → strong retention.
   • Look for cohorts that drop to red quickly → early churn issues.
   • Compare cohorts before/after major product changes.

What You Get

• A visual, month-by-month retention table.
• A saved configuration you can re-run as you add new data.
• A baseline view of how your cohorts behave over time.

For deeper dives and prep for presentations, see Workflow: Investor Due Diligence Prep.