Grouping your cohort in the cohorts report – Ometria Help Centre

Use the Showing data for drop-down to select a saved segment to analyse a cohort:

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You can also use the Customer filter to further filter your contacts (either in a specific segment, or all contacts):

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Further grouping options are available for more specific cohort analysis:

Select a grouping criteria from the Group by drop-down:

All date-based groups are grouped in the months of following that criteria.

Be aware:

The cohort report returns contacts acquired during the selected time period, i.e. new contacts.

For example, if you select ‘date of first order’, your contacts will be grouped based on the month of their first order.

When you use a non date-based grouping, the data presented is based on the date your contacts were acquired. This means that 'Month 1' won't necessarily be data from the same month.

Finally, when you use status based groupings (e.g. lifecycle stage, country, gender, order count, etc.), the cohorts are determined based on a contact's current status. E.g. If a contact was 'at risk' at the beginning of the date range selected but have become 'active' since then, all of their data will display in the 'active' column.

Choose from:

Group by	Description
Date of first order	The date the contact first placed a valid order.
Date of first visit	The date of the contact’s first identified visit to your site.
Date subscribed	The date the contact subscribed.
Date acquired	The date the contact was acquired. This date is the first time any record of the contact’s profile existed in any data point, i.e. the first time the contact’s email address entered your database. This includes the earliest listing or order from your historic data.
Lifecycle stage	The contact’s lifecycle status.
Country	The contact’s home country.
First visit medium	The medium the contact’s first identified visit was attributed to, e.g. social, cpc (cost per click), search, referral, etc.
First visit name	The name of the first identified visit, e.g. ometria, google, yahoo etc.
First visit domain	The domain url the contact’s first visit was attributed to, e.g. google.com, facebook.com, your website, etc.
Subscriber status	The contact’s subscription status.
Gender	The contact’s gender.
Order count	The number of valid orders per contact.
Country of last order	The country in which the contact placed their most recent valid order.

The cohort report graph and table update based on your selection:

Next, select the Metric to measure your cohort against:

Choose from:

Metric	Description
Total revenue	The total revenue for the cohort over the selected period.
Total orders	The total number of valid orders for the cohort over the selected period.
Customers gained	Contacts in this cohort that placed their first valid orders over the selected period.
Customers repeated	This metric counts only customers in this cohort who placed a second order over the selected period. It then adds those contacts to the count for the month in which that second order was placed (cumulative). It doesn't count customers who have placed a third or a fourth, (etc.) order.
Average order value	The average value of orders placed by customers in this cohort over the selected period.

Define a Time span for your cohort, choosing from:

6 months
12 months
24 months

Then select your preferred Date format:

Calendar - presents the dates in the x axis of the graph (e.g. December 19, January 20, February 20, etc.)
Relative - presents relative months in the x axis of the graph (e.g. Month 1, Month 2, Month 3, etc.)

You can also select the Cumulative checkbox to view your cumulative totals per month.

For example, with the cumulative checkbox unchecked, the cohort report below displays contacts total orders over 6 months grouped by the date of their first order:

You can see that for the November 19 cohort there were three new entries in Month 2 (i.e. three new first orders placed) and ten new entries in Month 3.

If you select the cumulative checkbox, you’ll see the cumulative total for this cohort:

In this view, you can see that for the November 19 cohort the three new entries in Month 2, bringing the cumulative number of contacts in the cohort up to 2,115 (from 2,112 in Month 1), and the 10 new entries in Month 3 brought the cumulative number up to 2,125 for that cohort.

Be aware:

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