Cohort Analysis - where strategy meets execution

At Revenew, we know that payments data alone never tells the full story. We only have real actionable insights, once platforms connect the dots between payment processors, CRMs, and internal systems to understand how customers perform - and why.

That’s why we built our new cohort analysis feature.

By combining payments behaviour with platform-specific customer data, Revenew makes it easy to segment your customer base into meaningful groups. Teams can model decisions around these cohorts and take targeted action with confidence.

Unlike traditional analytics tools that rely on static dashboards and generic KPIs, Revenew gives platforms the power to define and track performance on their own terms. Flexible. Contextual. Strategy-aligned.

This feature is designed for sales, pricing, and customer success teams that need to turn insight into impact.

Cohort performance insights for sales and pricing strategists

Sales and pricing leaders at platforms often struggle with fragmented data and a lack of clarity around which customer segments are driving - or eroding - profitability. Revenew’s cohort analysis brings this visibility into focus by enabling platforms to group customers based on strategic criteria and monitor their performance across key dimensions.

With advanced filtering and analytics, sales leaders can compare cohort performance and uncover where revenue opportunities - or risks - are concentrated. More importantly, they can deep dive into the performance of a given group using additional customer attributes, surfacing underperforming segments that require attention.

This level of revenue intelligence allows commercial teams to run targeted experiments, measure outcomes, and adjust their approach to get cohorts back on track - faster and with clearer accountability.

For pricing strategists, consistent visibility into margins by cohort supports the definition of realistic targets and pricing guidelines, tailored to actual customer behaviour, not assumptions.

Specific opportunities for sales and customer success executives

Sales and CS teams are often flying blind when it comes to understanding which accounts are underperforming and why. Cohort-based insights close that gap. Grouping and segmentation now unlock a new layer of data-driven context to inform their decisions and interactions better.

Sales teams can identify which accounts within a cohort are falling behind and use that context to shape more relevant, value-focused negotiation strategies. Renewal planning becomes sharper, with a better sense of deal potential and alignment with commercial goals.

Customer Success executives can pinpoint which accounts may be overpriced or at risk, and focus retention efforts where the impact is highest. This operationalises revenue intelligence, ensuring that every rep can manage their portfolio in line with the company’s segmentation logic and commercial strategy.

Just like with all Revenew products, users can dive from here into the detail and inspect customer groups more closely, before diving into the customer specifics and even inspect payments directly:

Teams can also group performance by sales rep, helping leaders quickly identify who’s on track, where additional support may be needed, and which renewals should be flagged for closer attention:

A connection between strategy and execution

Revenew’s cohort analysis bridges the disconnect between high-level strategy and day-to-day execution. Leaders can define segmentation models and performance goals, while frontline teams operate using the same data, cohort definitions, and metrics.

This shared context creates alignment between sales, pricing, and success teams, supporting a more coordinated approach to revenue growth and customer management.

Custom setup and consultancy

Structuring meaningful customer data can be difficult, especially when systems are disconnected or inconsistent. Revenew supports platforms in defining cohort categories that reflect their nuanced business needs and provides tools to streamline data import and mapping.

A foundational feature to unlock and track future growth

Cohort analysis has become a critical feature for platforms using Revenew, especially as Sales, Customer Success, and Finance teams seek better ways to understand and manage performance. It brings customer context into payments data - and vice versa - so that decisions are grounded in how segments behave.

By enabling more precise, contextualised revenue intelligence, it also lays the foundation for upcoming features that will expand support for commercial and success teams across the platform ecosystem.