Cohort analysis

Reduce customer churn and make better product decisions to drive new revenue and upsell. Made with data scooped out of your CRM and software product (no matter what they are).
Loved by business users
Scoop allows me to focus more on the key marketing metrics I need - cohort analysis, lead trends and lifecycles - and less time on getting the data out of systems.
Todd Young
CMO | LegalRev

Free cohort analysis recipe using a visual canvas and spreadsheets

Reveal behavioral patterns among your customer base to prevent revenue loss before it happens. Tell visual customer behavior stories using pre-made cohort charts, embedded Sheetlets, and narrative design elements to form your narrative.

  • Instantly generate this canvas with data from any CRM and software product – no APIs required
  • Identify churn patterns to get to the bottom of why the churn happened and take steps to prevent it from spreading
  • Understand your customers on a deeper level to improve segmentation and create better targeted marketing campaigns
  • Optimize customer lifetime value and optimize user experience by uncovering usage trends and patterns
Get Started

Free cohort analysis recipe using a visual canvas and spreadsheets

Reveal behavioral patterns among your customer base to prevent revenue loss before it happens. Tell visual customer behavior stories using pre-made cohort charts, embedded Sheetlets, and narrative design elements to form your narrative.

  • Instantly generate this canvas with data from any CRM and software product – no APIs required
  • Identify churn patterns to get to the bottom of why the churn happened and take steps to prevent it from spreading
  • Understand your customers on a deeper level to improve segmentation and create better targeted marketing campaigns
  • Optimize customer lifetime value and optimize user experience by uncovering usage trends and patterns

Here's what you'll need

All it takes To launch in Scoop is a CRM report with the following fields:

  • Opportunity Name
  • Amount
  • Stage
  • Close Date
  • Opportunity ID
  • Create Date
  • Deal Type
  • Deal Owner
  • Forecast Category
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Deliver Customer Success in Four Simple Steps

Generate Your First Report

Link Your Tools

Connect your CRM, spreadsheets, and business apps — no databases required.

Generate Reports

Use AI prompts to create charts, summaries, and insights in seconds.

Customize Your Presentation

Start syncing your data for better decisions

Present with Confidence

Share live links or sync with PowerPoint for seamless delivery.

Who Benefits from Scoop’s Customer Success Platform

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Frequently Asked Questions

What if I already have a data warehouse?

That's great! If you already have a data warehouse, Scoop has a connector to grab data straight from there. Scoop can also blend data from different systems with your data from the data warehouse. We're always happy to hop on a call and determine the best ways to get the data for your use case.

What if I want to delete all my data from Scoop?

No problem. Just reach out to our support team and we’ll immediately wipe out.

What if I already have analytics / BI tools?

No need to replace them (unless you want to). Chances are, you’re unable to carry out all the day-to-day tasks that you need in your existing analytics / BI tools. You probably find yourself frequently exporting data into spreadsheets, just to be able to work with it. Scoop lets you do all your spreadsheet exploration within our platform using data that stays up-to-date. No more rebuilding the same spreadsheets over and over or wondering if the data they show is correct.

How does my data get “scooped” into the platform?

Scoop’s revolutionary data scoop process is the first of its kind. Unlike traditional data platforms, you will not need data extraction, transformation, or loading tools (ETL) to move your data into Scoop. Instead, Scoop fetches your data directly using the operational reports you are already familiar with, pulling them directly from your applications like Salesforce or NetSuite, snapshotting them, and stacking them over time to create a time series dataset that is ready for analysis and presentation without any additional technical overhead​​ .

Do I need to have SQL and database skills to use Scoop?

Never. Unlike other analytics tools, Scoop is designed entirely for business users without a technical skill set. All it takes to use Scoop are some basic spreadsheet skills.

Can I import my own spreadsheets into Scoop?

Absolutely. You can upload any spreadsheet and join it together with other data you’ve brought into Scoop.

Does my company need to have a data warehouse?

Scoop does not require you to have a data warehouse. Data warehouses are a tool used by IT to store raw data. Scoop, by contrast, operates on consumer-readable reports. Scoop “understands” your reports and creates its own behind-the-scenes columnar data store where data inferred from your reports is stored securely. However, that data store is entirely managed by Scoop and does not require maintenance or interaction by your IT department.

Will I need a data team to set up Scoop for me?

Nope. Unlike other data platforms, there is zero technical setup. Every feature in Scoop is designed for users who don’t have a technical background so you’ll never run into things you can’t do.