Customer retention cohort
01

Identity: unified customer key

02

Start: first valid purchase period

03

Window: 30/60/90 days or month

04

Behavior: repeat, revenue, category

05

Segment: channel, product, customer type

Fix the population before observing behavior

Overall repeat rate changes with new-customer share. Cohorts hold first-purchase groups constant.

Define first valid order, refunds, identity, window, and repeat event.

Identity determines results

Phone, member ID, platform account, and offline identity can duplicate or disappear. Map sources with confidence and isolate anonymous orders.

Do not force uncertain merges.

Handle immature windows

Recent cohorts have not completed 90 days. Show completed windows or label immature data.

Apply consistent cancellation and refund rules.

Drill into operating leads

Compare acquisition channel, first product, store, campaign, and type with sample-size controls.

Combine repeat count with basket, margin, and interval; differences are not causal proof.

Accept boundary cases

Test cross-channel identity, anonymous orders, full refunds, first-purchase restatement, and incomplete windows.

BI0 can organize customer and order analysis; identity, cohort templates, and attribution require verification.

Public references

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