Sales template

Cohort Analysis Template

See how each signup cohort retains month over month in a triangle heatmap — the clearest read on whether retention is improving.

Use this template free →
Opens in your browser with sample data · export to Excel any time · your data stays yours

Prefer the spreadsheet? Cohort Retention Template · Customer Churn Analysis Template · Customer LTV from a Retention Curve · MRR Movements Bridge Template · Membership Churn & Retention Template · Donor Retention & Lapse Template — free with an account, 3 free downloads.

See inside before you download: Cohort Retention Template · Customer Churn Analysis Template · Customer LTV from a Retention Curve · MRR Movements Bridge Template · Membership Churn & Retention Template · Donor Retention & Lapse Template

cohort-analysis · sample dataAnalysis
M0
M1
M2
M3
Jan
100%
72%
61%
55%
Feb
100%
78%
66%
60%
Mar
100%
81%
70%
64%
Darker = higher. Later cohorts retaining better — a good sign.

What's inside this template

Retention triangleEach cohort tracked over months.
Improvement at a glanceLater cohorts vs earlier ones.
Any cohort basisBy signup month, plan, or channel.
Export the gridDrop into a board deck.

How it works

Open the template

It loads with realistic sample data so you see a finished result immediately — nothing to set up.

Swap in your data

Type over the sample values, or upload your own file and map the columns in a couple of clicks.

Read, export, share

The analysis recalculates instantly. Export to Excel or send a live link.

Related templates

Common questions

What is a cohort analysis and why use one?

It groups customers by when they joined and tracks each group separately over time. Blended retention hides the trend, because a flood of new signups can make overall churn look fine while every individual cohort is getting worse.

How do I read a retention triangle?

Each row is a joining cohort, each column is months since joining. Read across a row for one cohort's decay, and down a column to compare cohorts at the same age — that comparison is where you see whether retention is improving.

What retention curve is healthy?

It should flatten. A curve that keeps falling toward zero means no durable segment exists; one that levels off — even at 40% — means you've found customers who stay, and the job becomes acquiring more of them.

Start from the Cohort retention template

Open it with sample data, swap in your own, and export in seconds — no formulas, no blank page.

Use this template free →
No card required · works in your browser · export any time