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Stage 2 Capital - Leading Indicator of Retention Worksheet
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% of Customers that achieve leading indicator of customer retention by month of tenure
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Option 1: constant threshold
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How To Guide:
KEY
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Replace the blue hardcoded numbers (placeholders) and months in the "Raw Data" section with your own data and fill in each cohort
5Threshold
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To add or subtract months or cohorts, drag and copy formulas across or down or delete cells
LIR Achieved
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LIR Not Achieved
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Raw Data
Customer Tenure (Months)
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Month Closed
ACVICPMonth 1Month 2Month 3Month 4Month 5Month 6Month 7Month 8Month 9Month 10Month 11Month 12
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Customer 1
Jan '23$9,000No0024554667
<-- Number of actions
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Customer 2
Jan '23$10,000Yes2456710151520
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Customer 3
Feb '23$40,000Yes036312141415
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Customer 4
May '23$50,000Yes61519414356
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Customer 5
May '23$25,000Yes335161820
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Customer 6
June '23$12,000No00012
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Customer 7
July '23$76,000Yes04610
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Customer 8
July '23$90,000Yes56714
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Customer 9
Aug '23$45,000Yes0512
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Customer 10
Aug '24$55,000Yes444
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Output
Customer Tenure (Months)
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Month Closed
ACVICPMonth 1Month 2Month 3Month 4Month 5Month 6Month 7Month 8Month 9Month 10Month 11Month 12
Current LIR
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Customer 1
Jan '23$9,000No00001101111
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Customer 2
Jan '23$10,000Yes001111111#N/A
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Customer 3
Feb '23$40,000Yes00101111#N/A
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Customer 4
May '23$50,000Yes111111#N/A
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Customer 5
May '23$25,000Yes001111#N/A
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Customer 6
June '23$12,000No00000#N/A
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Customer 7
July '23$76,000Yes0011#N/A
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Customer 8
July '23$90,000Yes1111#N/A
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Customer 9
Aug '23$45,000Yes011#N/A
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Customer 10
Aug '24$55,000Yes000#N/A
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% Customers Achieving LIR
#N/A
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Goal70%
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