Cohort Revenue Skill

Builds cohort retention and revenue-retention curves from customer data.

Finance / Analyticsfinanceanalytics
by AgentVoltv1.0.0Published 1y ago1 install
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Before & after

Same prompt, same agent — the only difference is the skill.

PromptHow much revenue are we losing to churn each quarter?
Beforegeneric AI agent
Cohort analysis can be useful for understanding retention. You'll want to look at groups of customers acquired in the same time period and track how they perform over time. Retention is important for recurring revenue. Different cohorts might have different retention rates depending on when they were acquired or what they signed up for. Analyzing these patterns can help you identify trends. You could look at monthly or quarterly cohorts depending on your business. What metrics are most important for you to track?
Afterwith Cohort Revenue Skill
COHORT REVENUE RETENTION MODEL (sample data, illustrative)

ACQUISITION COHORT: Q1 2026 (100 customers, 50k MRR)

QUARTER-BY-QUARTER REVENUE RETENTION (logo retention shown below)
           Q1        Q2        Q3        Q4
Cohort1:   100%      87%       72%       60%
Cohort2:   100%      91%       79%       66%
Cohort3:   100%      84%       68%       55%
Avg:       100%      87.3%     73%       60.3%

REVENUE RETENTION (same cohorts, net-dollar basis after upsells)
           Q1        Q2        Q3        Q4
Cohort1:   100%      94%       84%       78%
Cohort2:   100%      96%       89%       82%
Cohort3:   100%      92%       81%       74%
Avg:       100%      94%       84.7%     78%

REVENUE LEAKAGE ANALYSIS:
Q2 avg MRR loss: 6,500/quarter (logo churn + downgrades)
Q3 avg MRR loss: 9,100/quarter (acceleration signal)

CHURN PATTERN:
Months 0-3: 13% loss (adoption friction)
Months 3-6: 8% loss (settling in)
Months 6-12: 7% loss (mature cohort)

UPSELL LIFT:
• Cohort2 outperforms on net-dollar (means better expansion)
• Cohort2 acquired Feb (post-price-increase) → higher initial spend holds better

ACTION: Investigate Feb 2026 onboarding improvements; replicate for future cohorts.
Quality metric: 'Net dollar retention' (78% for mature cohorts) indicates revenue plateau risk.

About this skill


name: cohort-revenue description: Use when Builds cohort retention and revenue-retention curves from customer data.

Cohort Revenue Skill

Groups customers into acquisition cohorts and charts logo and revenue retention over time, surfacing where and when revenue leaks.

What you get

  • A cohort model with retention and revenue-retention grids.

Customize your output

  • Adapt the assumptions, chart of accounts, and formatting to your company
  • combine with other AgentVolt finance skills.

Example output

A cohort retention heatmap for a sample dataset.

Best for

Growth and finance teams.

SKILL.md preview

SKILL.md
---
name: cohort-revenue
description: Use when building cohort retention and revenue-retention curves from customer data to see where and when revenue is leaking.
version: 1.0.0
category: Finance / Analytics
author: AgentVolt
license: proprietary
tags:
  - finance
  - analytics
  - flagship
---

# Cohort Revenue Skill

Groups customers into acquisition cohorts and charts logo retention and revenue retention over time, surfacing exactly where and when revenue is leaking.

## When to use

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