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Customer Retention Analysis with Sheetloom

· 2 min read
Gerry Conaghan
Gerry Conaghan
Business Development Manager

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 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 Preparation​

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.