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Customer Retention Analysis with Sheetloom

· 2 min read
Gerry Conaghan

Unlock the Power of Automated Customer Retention Analytics with Sheetloom Decision Intelligence


Streamlined Data Integration

Sheetloom seamlessly connects to your enterprise systems, including NetSuite, HubSpot, Salesforce, transactional databases, and even CSV files, extracting and injecting transaction and customer data into a customisable Excel Customer Retention model.

Cohort Analysis


Get Actionable Insights

  • Segment Customers or Users: Automatically group customers into cohorts by the month of first purchase and track purchase behaviour over time
  • Performance Comparisons: Analyze and compare cohorts to uncover patterns, evaluate campaign impact, and benchmark success
  • Visualized Impact: Easily identify trends driven by campaigns, external events, or uncover anomalies requiring further investigation
  • Integrated AI engine to help explain the reasons behind unexplained and unexpected anomalies.

Sheetloom General


Effortless Automation

  • Configure the Retention Analysis Excel template once and upload it to Sheetloom—Sheetloom handles the rest.
  • Receive automatic regular updates to ensure your model stays current and actionable.
  • Leverages a tool your team already knows—Excel—reducing the learning curve and promoting adoption.
  • Integrates seamlessly into your existing tech stack, ensuring scalability and ease of use.

Focus on Insights, Not Data Prep

With Sheetloom taking care of the grunt work—data integration, preparation, and updating—you and your team have more time to focus on what truly matters: analyzing your customers’ behaviour, identifying actionable insights, and making strategic decisions.