Cohort Retention Dashboard
Corporate Finance Excel Template (Free Download)
Track twelve monthly cohorts through M12 with separate logo and revenue retention, calendar-aware ARPU, cohort revenue, gross-margin LTV, DCF-adjusted LTV, and LTV-to-CAC outputs by vintage.
professionals from Deloitte
Used by professionals from
About this dashboard
Cohort Retention shows how customer and revenue retention develop across twelve monthly cohorts and thirteen ages, M0 through M12. The dashboard keeps logo retention separate from revenue retention so churn, expansion, and contraction remain visible by vintage rather than hidden in a blended whole-book number.
Its outputs include retained customers, cohort revenue, GRR, NRR, cumulative revenue, cumulative gross margin, LTV per customer, LTV-to-CAC, and DCF-adjusted LTV. Revenue uses calendar-month pricing step-ups and monthly NRR compounding, allowing older cohorts to receive price changes at the appropriate time and preserving a comparable dollar view across vintages. The cohort view supports direct comparison of retention quality between acquisition months.
Use the dashboard for retention reviews, investor diligence, and pricing or packaging analysis. The supporting workbook contains the retention milestones, cohort growth, ARPU, expansion and contraction factors, gross margin, CAC, and monthly discount factor; changing those assumptions recalculates the Retention, customer, revenue, and Summary outputs by cohort.
What every dashboard includes
Live formulas, no hardcoded values
Outputs are driven by live formulas, so the workbook updates from its assumptions instead of relying on hardcoded results.
All assumptions in one tab
Inputs are clearly marked in the Assumptions tab and separated from calculations, making it clear what to change and what to leave intact.
Statements always balancing
For integrated-statement models, the balance sheet, cash flow, and supporting schedules tie through properly.
Distinct schedules for clarity
Debt, working capital, taxes, and cash flow can get messy quickly. We group calculations in clear schedules, not across disconnected tabs.
No hidden macros or external links
There are no unexplained external workbook links or macros to undermine auditability or portability.
Changes flow through the model
Update a key driver and see the impact carry through the forecast, financing, and return outputs. We never use hardcoded numbers in formulas.
What's inside the Cohort Retention Dashboard
- Twelve monthly cohorts tracked from M0 through M12
- Shared logo retention and separate revenue retention curves
- Retained customer triangle by cohort and age
- Calendar-priced revenue triangle with NRR compounding
- Cohort gross-margin LTV and DCF-adjusted LTV
- Summary GRR, NRR, revenue, GM, LTV, and LTV-to-CAC
Formatted to IB standards
Named theme colors repaint the whole workbook in one click, on top of an investment-banking structure with clear input, output, and cross-sheet reference styling - brand-ready, institutional-grade, and fully auditable.
Created by ex-finance professionals
Hey, I’m Alex and I created Finamodel.
Over my years in the finance industry I kept building the same models over and over again. Same structure, same assumptions, different logo. So I started building frameworks to turn them into clean, reusable templates.
Every model here is one I’d actually use for a client, and I personally vet each one before it goes up.
I’m not an expert in every industry, but I’ve built enough models to know what belongs in one. And when something is completely foreign to me, I reach out to my network for experts to work on our models with us.
Having a template library on hand cuts a first build from hours to minutes.
Need help finding your model? You’ll find me in the Finamodel app!
Frequently asked
What cohorts and ages does the dashboard show?+
The dashboard tracks twelve monthly acquisition cohorts across thirteen cohort ages, from M0 through M12. Each cohort has customer and revenue views by age, allowing retention and economics to be compared vintage by vintage.
How is NRR calculated for each cohort?+
Cohort NRR is revenue at age 12 divided by revenue at age 0. Customer retention determines retained logos, while a separate monthly factor captures expansion minus contraction in per-customer revenue, so the output combines churn and dollar movement.
Why does pricing use the calendar month?+
Calendar-month pricing reflects a shared price step-up date across customers. Older cohorts therefore receive the increase when it occurs, regardless of acquisition month, avoiding an artificially flat dollar-retention curve caused by cohort-relative pricing.
Which LTV measures are included?+
The Summary provides cohort LTV per customer using gross margin and also a DCF-adjusted LTV using the monthly discount factor row. It pairs those outputs with LTV-to-CAC for a cohort-level view of customer economics.
Can I replace the modelled retention curve?+
Yes. Replace the Age 0 through Age 12 retention milestones on Assumptions with realised values. The Retention curve, customer triangle, revenue triangle, and Summary outputs recalculate from the same baseline without changing the workbook structure.
Have more financial modelling questions? Contact us
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