CRM & sales ops21 categories
Work out retention from this customer export
Renewal and churn data in a spreadsheet, and a question about whether it is getting worse.
From the export below, calculate retention by cohort. State your definitions before any numbers: what counts as churn, how downgrades are treated, whether this is logo or revenue retention, and the cohort window. Return the cohort table, the trend you can defend, and the caveats — small cohorts, incomplete periods, anything that makes a number less solid than it looks. Say explicitly where the data is too thin to conclude anything. Export:
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Reports and forecasting. Turning a question about the business into a report, a query, or a number you can defend.
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