Cohort analysis is an effective financial management tool that helps to analyze time-dependent groupings of both customers and invoices. Both customer cohorts and invoice cohorts are very interesting in the context of recurring revenue businesses. The cohort monthly recurring revenue (MRR) analysis allows users to display the revenue recognition and deferred revenue remaining after grouping the invoices into cohorts according to their respective billing periods. With the help of cohort analysis, it is easy to perform both a high-level visual review and a granular audit of any cohort where the recognition waterfall appears to be out of line, for example, due to early or late billing or unusual subscription periods vs. the other cohorts. This cohort MRR analysis template helps easily determine and analyze retained and churned MRR on a monthly basis.
Cohort MRR Analysis Excel Template
Calculate monthly retained and churned customers
Analyze cumulated revenue vs. customer acquisition cost
Estimate the number of monthly signups, activations and customers
Assess monthly acquisition expense and new MRR by persona
