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name: cohort-analysis description: Standard method for slicing bookings, pipeline, and retention cohorts for diagnostics.

Cohort Analysis Framework Skill

When to Use

• Comparing performance across acquisition channels, segments, or product lines.
• Diagnosing conversion drop-offs within specific booking/vintage cohorts.
• Stress-testing forecast assumptions with historical baseline behavior.

Framework

1. Cohort Definition – choose cohort key (signup month, lead source, product tier, segment).
2. Metric Stack – select KPIs (coverage, win rate, ACV, NRR, payback) per cohort.
3. Normalization – adjust for seasonality, deal size mix, or currency.
4. Visualization – waterfall tables, heatmaps, or overlapping curves to highlight divergence.
5. Narrative Layer – annotate drivers, anomalies, and recommended actions.

Templates

• Cohort definition worksheet (keys, filters, inclusion/exclusion rules).
• Standardized chart pack for leadership readouts.
• Diagnostic checklist for follow-up analyses.

Tips

• Keep cohorts mutually exclusive to avoid double-counting.
• Pair with inspect-pipeline-levers to link cohort insights to pipeline stages.
• Rebaseline quarterly so assumptions stay current.

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