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.

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.


Excel Output Details

Each cohort sheet contains stacked blocks:

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

Workflow Recap