Zoho CRM Cohort Analysis

Zoho CRM Cohort Analysis

Cohort Analysis, originally released in beta, is now a fully available feature that lets you study how a group of customers or records sharing a common starting point behave over time.

What it's used for

  • Customer retention. Group customers by when they first subscribed or converted, then track retention over time.
  • Trial-to-paid conversion. See how quickly trial users make repeat purchases and what value they bring.
  • Sales cycle trends. Track how long deals take to close within a given month or quarter.

Filtering and grouping

Filter by sales rep, region, product, or other dimensions, and group data by day, week, month, quarter, or year.

See our fuller article on Cohort Analysis for more detail.
Need help? 1 Cloud Consultants can help you set up cohort analyses that reveal genuine patterns in customer retention, trial conversion, or sales cycle performance. Book a discovery call with 1 Cloud Consultants.