Build a Monthly Customer Cohort Retention Report Automatically
Retention is the number that decides whether your store compounds or leaks. This workflow groups customers by the month of their first order and calculates how many came back in each following month — a real cohort table, in Google Sheets, with no analyst required.
- 1
Run on the 1st
A
Schedule Triggerfires monthly; aShopifynode pulls all orders with customer id and date. - 2
Assign cohorts
A
Codenode stamps each customer with their first-order month, then marks which later months they ordered again. - 3
Build the matrix
The same node rolls this up into a cohort-by-month retention percentage matrix.
- 4
Write to Sheets
A
Google Sheetsnode writes the matrix so it updates in place each month. - 5
Email the headline
A
Gmailnode sends you the month-1 and month-3 retention numbers so the trend is unmissable.
Frequently asked questions
Is this heavy on a big store?
For very large stores, page the orders and pre-aggregate, or point it at a data export. For most stores pulling a year of orders monthly is perfectly fine.
Why cohorts instead of a single retention number?
A blended number hides whether things are improving. Cohorts show if the customers you acquired this quarter retain better than last quarter's — the signal that actually guides spend.
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