Workflows · Customers · Opening soon
Customer templates
Cohorts, churn, repeat purchases, retention, RFM segments and recurring revenue, from your orders or payments. Each one rebuilds its result every time your data refreshes.
- Cohort retentionEach month's new customers, and the share still buying 1, 2, 3… months laterSee the workflow Template
- RFM segmentsEvery customer scored 1-5 on recency, frequency and spend, with a segmentSee the workflow Template
- Net revenue retentionNet and gross revenue retention for every monthSee the workflow Template
- Repeat purchase rateEach month's new customers and the share who ordered again within 90 daysSee the workflow Template
- Churn rateEach month: customers at the start, how many were lost, and the churn rateSee the workflow Template
- CAC payback periodSee how many months it takes each cohort to earn back acquisition cost from spend and new MRR, from your Stripe export.See the workflow Built by the agent
- Involuntary churn and failed payment recoveryTrack failed subscription payments, retries, and churn from Stripe exports, with invoice and subscription status for this month.See the workflow Built by the agent
- MRR movementEach month's recurring revenue: start, new, expansion, contraction, churned, endSee the workflow Template
- Stripe failed payments, weeklyList failed Stripe payments each week, with decline reason and whether the customer paid later.See the workflow Built by the agent
- Stripe MRR by planShow MRR by plan each month from your Stripe subscriptions export, with customer counts and row checks.See the workflow Built by the agent
- Year-over-year growth by product lineCompare each month this year to the same month last year, with growth % and a status for product line sales exported from QuickBooks.See the workflow Built by the agent
- Chargebee MRR movementCheck Chargebee monthly MRR movement by customer and subscription, including new, expansion, contraction, churn, and reactivation.See the workflow Built by the agent
Don't see your job? Describe it.
Tell us the job and we'll email you when you can build it.