Cohort Analysis
Tracking a group of customers acquired in the same period to measure retention and revenue trends over time.
FAQs
What is a cohort in the context of SaaS analysis?
In SaaS, a cohort is a group of customers who started their subscription in the same time period, such as all customers who signed up in Q1 2024. By grouping customers this way, you can track how their behavior—revenue retained, feature usage, churn rate—evolves over time and compare different cohorts to measure whether the business is improving at retaining and growing customers.
How do you read a cohort retention table?
A cohort retention table has rows for each acquisition period (e.g., each month) and columns for time elapsed (Month 0, Month 1, Month 2, etc.). Each cell shows the percentage of the original cohort still active or the revenue retained. Reading down a column shows whether newer cohorts perform better or worse than older ones at the same age, while reading across a row shows how a single cohort decays over time.
What retention curve shape indicates a healthy SaaS business?
A healthy SaaS retention curve flattens out after an initial drop, eventually plateauing. This flattening means the remaining customers are highly engaged and unlikely to churn further. A curve that keeps declining toward zero suggests the product has no sticky core audience. Best-in-class companies show curves that not only flatten but slope upward over time—indicating expansion revenue from existing customers exceeds churn.
Related Terms
Logo Retention
Percentage of customer accounts (logos) that renew over a given period.
Payback Period
Time required to recover the customer acquisition cost from a customer's gross profit contribution.
Activation Rate
Percentage of new users who complete a key action that predicts long-term retention.
Net Revenue Retention
The percentage of recurring revenue retained from existing customers including expansions, showing whether a customer base grows on its own.