How to Create a Cohort Analysis for Multiple Objects without a Unique Key
Introduction
This guide will help you create a Cohort Analysis for multiple objects in Revlitix when a unique key is unavailable. Follow these step-by-step instructions to set up and save your analysis.
Steps to Generate Cohort Analysis for a Multi-Object
Step 1: Access the Reports Section
Click on the three-dot menu (⋮) in the Reports section.
Select “View Reports.”
Click “New Report” to create a new report.
Step 2: Add Widgets to Your Report
If editing an existing report, click “Add Widgets.”
To create a new widget, click “Add Your Widget.”
Step 3: Choose or Create a Widget Template
Choose from:
“Select your templates”
“Select from Revlitix templates”
Or click “Create Custom Widget” to build one from scratch.
Enter the widget name in the provided space.
Click the Save icon.
Step 4: Configure the Widget
Widget Type: Select Cohort Analysis
Description: Add a meaningful description.
Channel Name: Choose a CRM channel (e.g., Salesforce).
Choose Multi-Object from the options available under Object Type.
Step 5: Select Objects and Stages
Select the Primary and Secondary Objects.
Define the Funnel Stages.
Step 6: Handle the Unique Key Question
When asked, "Is there a unique key to link these objects?" click No.
The first common hardcoded field, Email (Revlitix field), will be available.
For the Primary and Secondary Object fields, input will be taken from the respective Object fields.
Note: Email and Company names are hardcoded, with Email being a mandatory field.
Step 7: Exclude Standard Domains
Email is mandatory, so enter the domain names to be excluded from the Exclude Standard Domain field.
Step 8: Set the Time Range
Choose the time period for which you want to view the cohort analysis.
Step 9: Select Aggregation
Select how data should be grouped:
Weekly
Monthly
Quarterly
Step 10: Preview the Chart
After providing the necessary configuration details, a preview cohort chart will be available.
Step 11: Switch Views
Toggle between charts and graphs using the Switch button.
Step 12: Show Totals
Check the Show Total checkbox to view the total.
Step 13: Save the Template (Optional)
Check the box to save this template and the configuration for future use.
Step 14: Create the Widget
Click “Create Widget” to finalize.
Final Step: Save Your Report
Hit “Save Report” to return to the report details page, where your cohort widget is now added.
Following these steps, you can create and save a Cohort Analysis for multiple objects in Revlitix, even when a unique key is unavailable.