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Customer Lifetime Value & Cohort Retention 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 CLV, revenue by cohort, and retention trends for SMB customers. Free .xlsx with formulas.

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

Preview of the Customer Lifetime Value & Cohort Retention Dashboard template

About this template

This analytics dashboard brings together indicators like "Average Customer Lifetime Value", "Overall 12-Month Retention Rate" and "Total Revenue from Active Cohorts (YTD)" 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 you analyze customer lifetime value and retention rates by cohort for your small or mid-size business. Enter each customer’s acquisition date, cohort, revenue activity, and status to automatically summarize CLV and retention trends. Review top cohorts and segments to identify where you retain customers best and drive the most long-term value. Update the data regularly to keep the dashboard current for decision-making and growth planning.

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 "Average Customer Lifetime Value" and "Overall 12-Month Retention Rate"
Make faster decisions based on "Total Revenue from Active Cohorts (YTD)"
Compare your data without building the spreadsheet from scratch
Edit the entries in the Data tab and watch the dashboard recalculate automatically

Key features

Average Customer Lifetime Value
Overall 12-Month Retention Rate
Total Revenue from Active Cohorts (YTD)
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
39 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 × 8 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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