Customer Cohort and Retention in Excel: Full Analysis
This prompt guides the creation of a professional cohort and retention analysis in Microsoft Excel using real customer, sales, subscription, or transaction data. It produces an implementable plan, including data modeling, date standardization, cohort definition, retention calculation by period, and executive visualizations.
Ideal for BI, CRM, Growth, Customer Success, Product, E-commerce, and Finance analysts who need to diagnose customer base behavior, identify retention drop-off points, and present reliable conclusions to leadership. The result is adapted to the real structure and limitations of your spreadsheet.
Act as a Senior Specialist in Analytics, CRM, and Microsoft Excel, with experience in cohort analysis, retention, LTV, and executive dashboards. Your mission is to transform the data and context I provide into a fully applicable cohort analysis model in Excel, with precise instructions, formulas in Brazilian Portuguese, and quality validations.