Week 18: Customer Retention By Cohort and Quarter

If you’ve ever worked with web Google Analytics then you’ve probably seen the cohort analysis chart. To me its the coolest information provided. This week were back with an intermediate and jedi options. Both look basically the same but the jedi forces your thinking to a higher level!

 

Intermediate

Build a cohort analysis heat map that follows quarterly retention of customers.

• Dashboard size is 750 x 750; tiled; 1 sheet
• Use the first order date to figure out the cohort of each customer.
• Quarter 0 is quarter in which the first order occurred.
• The percent is the percent of customers that had returned from the original total.
• You DO NOT have to fill quarters with missing data.
• Match color and formatting.

 

 

Jedi

Let’s enhance the intermediate requirements with a few additional details.

• Dashboard size is 750 x 750; tiled; 1 sheet
• Use the first order date to figure out the cohort of each customer.
• Quarter 0 is quarter in which the first order occurred.
• The percent is the percent of customers that had returned from the original total.
• Add labels for 0% for quarters where there was no customers retained.
• Place the overall cohort average in the very top row – make sure the numbers match, too.
• Match color and formatting.

 

Dataset

This week uses the superstore dataset.  You can get it here at data.world

 

Share

After you finish your workout, share on Twitter using the hashtag #WorkoutWednesday and tag @AnnUJackson, @LukeStanke, and @RodyZakovich.  (Tag @VizWizBI too – he would REALLY love to see your work!)

 

Track your progress

Also, don’t forget to track your progress using this Workout Wednesday form.