Power BI · Customer Analytics

Customer Cohort Retention Matrix

The standard view for measuring customer loyalty.

Power BIDAXCohort analysisHeatmap
Self-built project · realistic sample dataFictional organisation names · no client data shown

01Business problem

The business wanted to know whether customers acquired in recent months were sticking around better than earlier ones.

02Approach

Customers were assigned to a cohort by first-purchase month. DAX cohort logic calculates the % of each cohort returning in each following month, shown as a retention heatmap.

03What's inside

  • Retention heatmap by cohort month
  • Months-since-first-purchase axis
  • Cohort size and revenue per cohort
  • Retention curve comparison

04Insights & outcome

Makes the impact of onboarding changes visible month by month.

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