How to Create Cohort Analysis for a Multi-Object with a Unique Key
Generating a cohort analysis for multiple objects can provide valuable insights. Follow these steps to create a comprehensive cohort analysis using a unique key.
Step 1: Start a New Report
Go to View Reports: Open the Reports section from your main menu.
2. Click 'New Report': Start a new report by clicking the 'New Report' button.
Step 2: Add Widgets
Add Your Widget: To add widgets to an existing report, click 'Add Your Widget.'
2. Select a Template:
a. Create Custom Widget: Click 'Create Custom Widget' to make a new one.
b. Select from your templates: Choose from previously saved widgets.
c. Select from the Revlitix templates: Choose from pre-built templates for convenience.
a. Create Custom Widget: Alternatively, create a new one by selecting 'Create Custom Widget.'
Step 3: Set Up Your Widget
Enter Widget Name: In the space provided, provide a name for your widget and click the 'Save' icon.
2. Choose Widget Type: Select 'Cohort Analysis' from the 'Widget Type' options.
3. Provide Description: Enter a description in the 'Widget Description' field.
4. Choose Channel Name: Select the channel name for which the cohort analysis is being prepared. The platform currently supports Salesforce.
Step 4: Configure Object Types
Select Object Type: Choose between 'Single Object' and 'Multi Object' from the Object types.
2. Select Multi-Object: If you select 'Multi-Object,' you need to:
Choose a Primary Object and a Funnel Stage.
Choose a Secondary Object and a Funnel Stage.
Step 5: Link Objects with a Unique Key
Enable Unique Key: Answer 'Yes' to the question, 'Is there a unique key to link these objects?'
2. Provide Commonality Link: Ensure there is a common link between the primary and secondary objects by selecting the appropriate field in the 'Field Name' dropdown.
3. Add More Fields: You can add more fields to reflect the commonality between the objects.
Step 6: Set Time Range and Aggregation
Choose Time Range: Select the time period for which you want to view the cohort analysis.
2. Select Aggregation: Choose from the aggregation options: 'Weekly,' 'Monthly,' and 'Quarterly.'
Step 7: Preview and Customize
Preview Chart: After providing the necessary configuration details, a preview cohort chart will be available.
2. Switch Views: Toggle between charts and graphs using the switch button.
3. Show Totals: Check the 'Show Total' checkbox to view the total.
Step 8: Save and Create Widget
Save Template: Check the box to save this template and the configuration for future use.
2. Create Widget: Click 'Create Widget' to save the widget to the Reports for future reference.
By following these steps, you can create a detailed cohort analysis for multi-objects, utilizing unique keys to link data effectively. This setup will help you gain deeper insights and make data-driven decisions.