Cohort Analysis

Track retention, ARR-per-customer, and logo dynamics across cohorts—filter, preview, and export in a few clicks.

Preview in Dashboard

Open Analysis Views › Cohort Analysis to explore retention before exporting:

• Periodicity – switch between Annual · Quarterly · Monthly cohort tables.
• View – See Indexed ARR heat-map, Net Dollar Retention %, or Customer Count.

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Configure in Workbook Designer

Inside Workbook Designer › Excel Output Selection:

1. Expand Cohorts.
2. Pick Annual · Quarterly · Monthly (add multiple if you like).
3. Assign a Filter. Create saved filter combinations in the Filter Center.
4. Hit Add to Workbook — Quikirr creates one formatted sheet per period.

Each period gets its own calculation tab so annual, quarterly, and monthly formulas remain clean and performant.

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Excel Output Details

Each cohort sheet contains stacked blocks:

Block	What’s Inside (example columns)
ARR	Absolute ARR for each cohort as of each end-date
Indexed ARR	ARR indexed to cohort-launch = 100 (baseline highlighted yellow)
Indexed Net Dollar Retention	% growth vs baseline, heat-mapped in Emerald & Coral shades
Net Dollar Retention	Standard NDR % for each cohort/year
Customer Count	Logos active each period (+ Total row)
Gross Logo Retention	Pure logo retention %, no upsell/downsell effects

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Workflow Recap

1 · Explore in Dashboard

Select period granularity, apply filters, and confirm retention trends look right.

2 · Add in Workbook Designer

Choose Annual/Quarterly/Monthly and any filter combos.

3 · Generate Excel

Get distinct cohort sheets for each period or filter you selected. Conditional-format heat-maps ship ready-to-present.