Identity: unified customer key
Start: first valid purchase period
Window: 30/60/90 days or month
Behavior: repeat, revenue, category
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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