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Customer Cohort Behavior & Revenue Trend Dashboard

Q: Can I use this template commercially?

Yes. This template is released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.

Track SMB customer cohorts, retention, and revenue trends over time. Free .xlsx with formulas.

Analytics · dashboard · CC0 · Public domain · Built by Sheetly AI

Preview of the Customer Cohort Behavior & Revenue Trend Dashboard template

About this template

This analytics dashboard brings together indicators like "Total Revenue (Last 12 Months)", "Average Monthly Cohort Revenue" and "Overall Retention Rate" in a single view. Edit the entries in the Data tab and the dashboard numbers update instantly — no need to build the spreadsheet from scratch.

This template helps SMB data teams analyze customer behavior by cohort, monitor retention, and track revenue trends on a monthly basis. Enter one row per cohort-month with active customers, churned customers, and revenue to enable cohort and trend visualizations in your BI or Excel dashboards. Use the KPIs to quickly assess growth, retention, and revenue performance, and the cohort labels to compare behavior across different acquisition periods. Filter by cohort name or month to drill into specific segments and identify improvement opportunities.

Released under the CC0 license (public domain): you can download, edit and use it freely — including in commercial projects — with no attribution required.

Use cases

Visualize indicators like "Total Revenue (Last 12 Months)" and "Average Monthly Cohort Revenue"
Make faster decisions based on "Overall Retention Rate"
Compare your data without building the spreadsheet from scratch
Edit the entries in the Data tab and watch the dashboard recalculate automatically

Key features

Total Revenue (Last 12 Months)
Average Monthly Cohort Revenue
Overall Retention Rate
Visual dashboard with 3 automatic indicators
Editable formulas in the Data tab
In-cell mini charts (sparklines)

What's inside the file

3 tabs: Dashboard, Data, Instructions
41 working formulas — including SUM, AVERAGE, COUNTA. They recalculate as you edit, so the sheet stays yours after download.
Sized for real data: up to 37 rows × 7 columns already laid out and formatted.

Everything is a normal .xlsx: it opens in Excel, Google Sheets, LibreOffice and Numbers, with no add-ons, no macros and no locked cells.

Download the .xlsx free

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