How to Visualize Customer Data by Dashboarding Cohorts in Abacum

How to Visualize Customer Data by Dashboarding Cohorts in Abacum

How to Visualize Customer Data by Dashboarding Cohorts in Abacum

Once your cohort model and forecasts are set up, the next step is visualization. Abacum makes it easy to bring cohort data to life in Spaces, giving you instant visibility into retention, customer growth, and performance over time.

With interactive tables and charts, you can spot trends, compare regions, and track the health of your cohorts at a glance.

Key Benefits of Cohort Dashboard Analytics

With Abacum's cohort dashboarding capabilities, you can:

  • Monitor new customer acquisition, retention rates, and total customer counts across multiple cohorts using structured, interactive data tables

  • Analyze performance by dimensions such as geographic regions, customer segments, or acquisition channels for granular business intelligence

  • Identify performance trends immediately through conditional formatting, visual indicators, and dynamic dashboard elements

  • Generate executive-ready reports that translate cohort metrics into strategic business insights

Step-by-Step Guide to Building Cohort Dashboards

Create the New Customers table

Use Table Builder to track new customers by cohort and region. Apply conditional formatting to highlight under- and over-performance.

Duplicate for Retention Rate

Duplicate the table and swap in the Retention Rate variable to see how well each cohort retains customers over time.

Build the Total Customers table

Duplicate again, this time showing Total Customers, and add country dimensions for granular analysis.

Turn tables into charts

Use a stacked line chart to visualize how cohorts evolve — making trends easy to spot and share.

TL;DR

Abacum's dashboarding cohorts functionality extends beyond basic visualization, offering finance professionals sophisticated tools for cohort analysis, including automated variance analysis, predictive trend indicators, and customizable KPI tracking that aligns with your organization's specific financial metrics and reporting requirements.

Want to keep learning how to use Cohorts in Abacum? This is the third video of a series of 3:

Plan and report better with Cohorts
Plan and report better with Cohorts
Plan and report better with Cohorts
Video Details

Duration:

04:58

Product:

Revenue Planning

Use case:

Financial Planning

Video Details

Duration:

04:58

Product:

Revenue Planning

Use case:

Financial Planning

Video Details

Duration:

04:58

Product:

Revenue Planning

Use case:

Financial Planning

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For all the decisions you need to make.

For all the decisions you need to make.