Step-by-Step Guide to Creating & Analyzing Cohorts

Step 1: Navigating to Cohort Analytics

1. Log in to your OptCulture workspace.

2. Click the Home / Dashboard icon or navigate to the Analytics menu on the left sidebar.

Step 2: Defining and Customizing Views via Dashboard Builder

1. Click the Edit Dashboard icon (pencil symbol) at the top-right corner.

2. Organize your view to prioritize cohort metrics, including RFM Customer Segments and Top Departments.

3. Save your custom layout to preserve your analytics dashboard configuration. 

Step 3: Evaluating Cohort Purchasing Trends Across Departments

1. Locate the Top Departments widget.

2. Analyze purchasing volume by category to identify which product departments drive repeat behavior within specific acquisition windows.

3. Observe rank movement tags (e.g., green +2 or red -1) to monitor shifting product preferences over 30-day reporting windows. 

Step 4: Tracking Cohort Progression in RFM Segments

1. Go to the Customer Segments (RFM) treemap view.

2. Review customer volume distribution across groups such as Champions, At Risk, and Need Attention.

3. Click or hover on a segment block to analyze cohort member counts and determine which groups require immediate re-engagement campaigns.