Feature Overview & How It Works

Cohorts allow you to group customers based on shared attributes or behaviors within specific time intervals (Monthly, Half-Yearly, or Yearly). By visualizing how customers transition between different lifecycle stages—such as moving from Champions to At Risk—you gain actionable insights to run targeted marketing campaigns.

Key Capabilities

• Pre-built Templates & Custom Cohorts: Jump-start analysis with out-of-the-box templates or build custom cohort paths from scratch.

• Customer Journey Sankey Visualizations: Track multi-period flows and identify churn or progression across customer tiers.

• Direct Segment Creation: Convert any transition path (e.g., Champions who degraded to Loyal Customers) directly into a targetable customer segment with a single click.

• Tabular Data Views: Inspect precise source and destination counts alongside conversion percentages.