Overview

This cohort analysis Excel model is the perfect tool for performing cohort analysis and analyzing the behavioral tendencies of your customers and clients.

Cohort analysis is an essential part of any SaaS business, as it allows you to monitor your clients and find trends in behavior. This will then allows you to adapt your product and service accordingly in order to make improvements. For instance, this template uses the example of a SaaS business. This cohort analysis gives them the opportunity to track the use of their software by each user and identify trends and patterns in customer behavior. The first tab acts as a kind of dashboard, in which a chart shows the decline in use of the service by users signing up in each individual month. By conducting this analysis, you will be able to analyze poor performing months and make adequate changes to avoid repeating this performance. The second tab allows you to input all of the relevant data, including:
  • Join Date
  • Last Activity Date
  • Start Date
  • Months Since Last Active
This information is then processed into the dashboard chart which visualizes the decline in use of your service on a monthly basis. This model is perfect for SaaS businesses who wish to monitor customer behavior. This analysis will allow you to make changes to enhance the performance of your service and retain customers. Learn more about modeling an e-commerce business in CFI's e-Commerce Financial Modeling Course.  

This business tool includes 1 Excel File

Share
Reviews Add a review
Avatar
Arnold Magoto
Avatar
Jarinder
Avatar
Edison Neale

A great template, I hope you make a cohort analysis course in the future and go into more detail

More From Corporate Finance Institute®

Browse our top rated business templates. See All
Energy Industry Comps Template Energy Industry Comps Template
282
18
This energy industry comps template provides a guideline and example of what a comparables universe would look like for a…
Financial Institution Dividend Discount Model
873
19
The financial institution dividend discount model uses future dividends to find the implied share price. This model is based on…
Loan Payment Calculator
549
0
The loan payment calculator allows users to determine the principal and interest payment each month until the full balance of…
DDM - Excel Dividend Discount Model Template
685
55
The dividend discount model template allows investors to value a company base on future dividend payments. This is based on…
Non-directional trading strategy template Non-directional Trading Strategies Template
601
0
The non-directional trading strategies template allow users to determine the profit when buying options. This template focuses on non-directional strategies…
restructuring financial model template preview 1 Restructuring Financial Model Template
871
0
This restructuring financial model template is used to demonstrate the financial interactions behind the restructuring process. Adjust this model to…