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"
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"