gtmagents/cohort-analysis
plugins/revenue-analytics/skills/cohort-analysis/SKILL.md
Standard method for slicing bookings, pipeline, and retention cohorts for diagnostics.
$ install --global
skillsauthnpx skillsauth add gtmagents/gtm-agents cohort-analysisInstall this skill globally with one command. Works with Claude Code, Cursor, and Windsurf.
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Last scanned: Apr 24, 2026, 7:53 AM4.0s1 file scanned
SKILL.md
- name:
- cohort-analysis
- description:
- Standard method for slicing bookings, pipeline, and retention cohorts
Cohort Analysis Framework Skill
When to Use
- Comparing performance across acquisition channels, segments, or product lines.
- Diagnosing conversion drop-offs within specific booking/vintage cohorts.
- Stress-testing forecast assumptions with historical baseline behavior.
Framework
- Cohort Definition – choose cohort key (signup month, lead source, product tier, segment).
- Metric Stack – select KPIs (coverage, win rate, ACV, NRR, payback) per cohort.
- Normalization – adjust for seasonality, deal size mix, or currency.
- Visualization – waterfall tables, heatmaps, or overlapping curves to highlight divergence.
- Narrative Layer – annotate drivers, anomalies, and recommended actions.
Templates
- Cohort definition worksheet (keys, filters, inclusion/exclusion rules).
- Standardized chart pack for leadership readouts.
- Diagnostic checklist for follow-up analyses.
Tips
- Keep cohorts mutually exclusive to avoid double-counting.
- Pair with
inspect-pipeline-leversto link cohort insights to pipeline stages. - Rebaseline quarterly so assumptions stay current.
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