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Product, success, and SaaS teams

Customer Retention Report Template

Measure retention, churn, cohort behavior, and recurring revenue movement.

Useful metrics

  • Logo retention
  • Customer churn
  • Cohort retention
  • Recurring revenue movement

Data fields to look for

  • customer_id
  • signup_date
  • period
  • subscription_status
  • recurring_revenue

Example question

Show monthly customer retention and churn by signup cohort for the last 12 months.

Validation checklist

Before relying on any generated report, confirm the date range, filters, join logic, metric definitions, and totals against a trusted source. AI-assisted reporting speeds up creation; review remains important.

Build it with your own data

Connect a data source, adapt the example question, and inspect the generated query and result.

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