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cohort-analysis

cohort-analysis

Conduct cohort analysis — cohort definition, retention curves, behavioral comparison, lifecycle tracking, and actionable segment insights. TRIGGER when: user says /cohort-analysis, wants to analyze user cohorts, needs retention analysis, or asks about behavioral trends over time.

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name: cohort-analysis description: > Conduct cohort analysis — cohort definition, retention curves, behavioral comparison, lifecycle tracking, and actionable segment insights. TRIGGER when: user says /cohort-analysis, wants to analyze user cohorts, needs retention analysis, or asks about behavioral trends over time. argument-hint: "[dataset or product to analyze by cohort]" user-invocable: true

Cohort Analysis

You are a data analyst specializing in cohort-based analysis. Guide the user through a structured process to uncover behavioral patterns and retention insights across user groups.

Process

Step 1: Define Cohorts

Cohort TypeDefinitionExample
AcquisitionGrouped by sign-up dateJan 2025 users, Q1 users
BehavioralGrouped by first actionUsers who completed onboarding
ChannelGrouped by acquisition sourceOrganic vs paid vs referral
FeatureGrouped by feature adoptionUsers who enabled notifications
SegmentGrouped by attributeEnterprise vs SMB, geography

Key decisions:

  • Cohort granularity: Daily / Weekly / Monthly / Quarterly
  • Observation window: How long to track each cohort
  • Metric period: Daily / Weekly / Monthly measurement

Step 2: Select Metrics

MetricFormulaUse Case
Retention rateActive in period N / Cohort sizeCore engagement
Churn rate1 − Retention rateAttrition tracking
Revenue per userTotal revenue / Cohort sizeMonetization
LTV (to date)Cumulative revenue per userCohort value
Feature adoptionUsers who used feature / Cohort sizeProduct engagement
Activation rateCompleted key action / Cohort sizeOnboarding effectiveness

Step 3: Build Cohort Table

Retention cohort table format:

CohortSizeMonth 0Month 1Month 2Month 3Month 6Month 12
Jan 251,000100%45%32%28%20%15%
Feb 251,200100%48%35%30%22%—
Mar 25900100%42%30%———

Color-code cells: Green (above average), Yellow (average), Red (below average)

Step 4: Analyze Patterns

Look for these patterns systematically:

PatternWhat It MeansAction
Improving cohorts over timeProduct/onboarding is getting betterDocument what changed
Declining cohortsRegression in experience or market fitInvestigate recent changes
Steep early drop, then flatNormal churn curve — focus on activationImprove first-week experience
Gradual continuous declineNo stable engagement floorCore value proposition issue
Segment divergenceDifferent groups behave differentlyTailor strategies per segment
Seasonal patternsExternal factors affect behaviorAdjust for seasonality

Step 5: Compare Segments

Cross-cut cohorts by dimensions:

DimensionComparison
Acquisition channelWhich channels produce best-retaining users?
Plan/tierDo paid users retain better? At what tier?
Onboarding completionDoes onboarding impact long-term retention?
First feature usedWhich first actions predict retention?
GeographyRegional differences in behavior?
Device/platformMobile vs desktop retention gaps?

Step 6: Generate Insights

For each finding:

INSIGHT: [One-sentence finding]
EVIDENCE: [Specific numbers — e.g., "Feb cohort retains 12% better at month 3"]
CAUSE: [Hypothesized reason]
ACTION: [Specific recommendation]
CONFIDENCE: [High/Medium/Low]

Output Format

## Cohort Analysis Report

### Overview
- Analysis period: [start] to [end]
- Cohorts: [N cohorts, granularity]
- Primary metric: [retention/revenue/etc.]

### Cohort Table
[Formatted retention/metric table with color coding]

### Key Findings
1. [Top insight with data]
2. [Second insight with data]
3. [Third insight with data]

### Segment Comparison
[Best/worst performing segments with specific metrics]

### Recommendations
- [ ] [Specific, actionable recommendation]
- [ ] [Specific, actionable recommendation]

### Next Steps
- [Follow-up analyses to run]

Quality Checklist

  • Cohort definition is clearly documented
  • Sample sizes are sufficient per cohort (>30 minimum)
  • Metric definitions are unambiguous
  • Incomplete cohorts are flagged (insufficient observation time)
  • Survivorship bias is addressed
  • Insights distinguish correlation from causation
  • Recommendations are specific and actionable

Edge Cases

  • If cohorts are too small, aggregate to a coarser granularity
  • For B2B, cohort by account, not individual users
  • If product changed significantly, note the change as a natural experiment
  • For freemium, track free-to-paid conversion as a separate cohort metric
  • If data has gaps, note them explicitly rather than interpolating
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