Sunday, May 31, 2015

Cohort analysis of CRM data using Zoho Reports


Cohort analyses are super handy if you're running a subscription business and want to see changes in ARR/MRR (annual/monthly recurring revenue). I've been thinking about how to achieve this for Zoho CRM data. A tip from Zoho Reports about using the color option in a chart gave me the answer.


To get this chart, I created a query table that combines the Invoice and Account modules and uses the quarter/year functions to group cohorts. The query is:
SELECT
(year("Accounts"."Created Time") + '-' + quarter("Accounts"."Created Time")) as "Quarter joined",
"Accounts"."Account Name",
"Invoices".*
FROM  "Accounts" JOIN "Invoices" ON "Accounts"."ACCOUNTID"  = "Invoices"."Account Id" 

1 comment:

  1. Researchers from all across the globe mainly encounter two kinds of data, the first being qualitative data and the later quantitative data. Quantitative data depicts the quality and can be scrutinized, but measuring it precisely is daunting enough; in contrast quantitative data can be easily measured and is depicted in number or amount. See more qualitative data analysis

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