Analysis methods
Cohorts, forecasts, anomalies, break-even, CAC and LTV: the analysis, explained on your own file.
- AI Campaign Performance Analysis ToolAI campaign performance analysis tool: upload Google Ads or Meta exports and ask about ROAS, CPL, and top campaigns in plain English. Free plan available.
- AI Cash Flow Analysis Tool — Upload Transactions, AskAI cash flow analysis tool: upload your bank statement or accounting export and ask about cash position, burn rate, and runway in plain English. Free plan.
- AI KPI Tracking ToolAI KPI tracking tool: upload your KPI spreadsheet and ask about attainment, trends, and off-track metrics in plain English. No dashboard needed. Free plan.
- AI Revenue Analysis Tool — Upload Sales Data, Ask QuestionsAI revenue analysis tool: upload your sales, billing, or payments export and ask about revenue trends, top customers, and growth drivers. Free plan available.
- AI Tool for Accounts Receivable AnalysisAI tool for accounts receivable analysis: upload your AR export and ask about aging, overdue customers, and collection rate in plain English. Free plan.
- AI Tool for Break Even AnalysisUpload your cost and revenue data and ask when you break even, how much volume you need, and what happens if costs rise 10 percent.
- AI Tool for Competitor AnalysisAI tool for competitor analysis: upload your competitor data or win/loss reports and ask about pricing, features, and win rates in plain English. Free plan.
- AI Tool for Conversion Rate AnalysisAI tool for conversion rate analysis: upload your funnel or lead data and ask about conversion rates by channel, stage, and segment in plain English. Free plan.
- AI Tool for Customer Acquisition Cost AnalysisUpload your marketing and sales data and ask Datamimi what your CAC is by channel, how it trends, and which campaigns acquire customers cheapest.
- AI Tool for Data-Driven Decision MakingAI tool for data-driven decision making: upload any business spreadsheet and ask questions in plain English to back decisions with real numbers. Free plan.
- AI Tool for Inventory Analysis — Upload Stock File, AskAI tool for inventory analysis: upload your stock export and ask about slow movers, stockouts, and reorder needs in plain English. No formulas needed.
- AI Tool for Market Research AnalysisAI tool for market research analysis: upload your survey or market data and ask about trends, segments, and findings in plain English. Free plan available.
- AI Tool for Monthly Reporting AutomationAI tool for monthly reporting automation: upload your end-of-month export and get key metrics, MoM changes, and written commentary in plain English. Free plan.
- AI Tool for Pricing AnalysisAI tool for pricing analysis: upload your sales or order data and ask about price sensitivity, discount impact, and margin by price tier in plain English.
- AI Tool for Sales Report AnalysisAI tool for sales report analysis: upload your sales report and ask about revenue, rep performance, and trends in plain English. Free plan available.
- AI Tool for Social Media AnalyticsAI tool for social media analytics: upload your social media export and ask about engagement, reach, and top posts in plain English. Free plan available.
- AI Tool to Detect Anomalies in DataAI tool to detect anomalies in data: upload any CSV or Excel file and ask what looks unusual or out of range in plain English. Free plan available.
- How to Analyze Ad Spend DataHow to analyze ad spend data: steps to track ROAS, CPC, and channel efficiency from your ad platform export in a spreadsheet.
- How to Analyze Churn Data: A Step-by-Step GuideLearn how to analyze churn data to identify at-risk patterns, segment by cohort and plan type, and reduce cancellations using spreadsheet techniques.
- How to Analyze Cohort DataHow to analyze cohort data: build a retention table from your user or subscription export to see which signup periods retain best over time.
- How to Analyze Customer Data Without a Data TeamLearn how to analyze customer data to find retention patterns, segment behavior, and revenue drivers — without SQL, formulas, or a data analyst.
- How to Analyze Customer Feedback at ScaleLearn how to analyze customer feedback from surveys, reviews, and support tickets to surface themes and priorities — with AI reading your data in plain English.
- How to Analyze Customer Feedback DataHow to analyze customer feedback data: categorize responses, find recurring themes, and connect scores to segments from your survey export.
- How to Analyze Customer Lifetime ValueHow to analyze customer lifetime value from your purchase history: calculate CLV by segment, compare to acquisition cost, and find your top cohorts.
- How to Analyze Ecommerce DataStep-by-step guide to analyzing ecommerce data. Learn which metrics to track, how to segment by product and channel, and how to find revenue opportunities.
- How to Analyze Email Marketing DataStep-by-step guide to analyzing email marketing data. Learn which metrics matter, how to segment by campaign, and how to find your best-performing sends.
- How to Analyze Financial DataHow to analyze financial data: read a P&L, calculate key ratios, spot trends, and identify which line items need attention from your accounting export.
- How to Analyze Financial Statements: Income, Balance Sheet, and Cash FlowLearn how to analyze financial statements in spreadsheets. Calculate key ratios, identify trends, and interpret income, balance, and cash flow data.
- How to Analyze Growth MetricsHow to analyze growth metrics: steps to calculate revenue growth rate, MoM trends, and leading indicators from your business data.
- How to Analyze HR DataHow to analyze HR data from your HRIS export: headcount trends, turnover rate, tenure distribution, and compensation gaps without a dedicated analyst.
- How to Analyze HR MetricsHow to analyze HR metrics: steps to track attrition, headcount, time-to-hire, and compensation data from your HRIS export.
- How to Analyze Inventory Data: Turnover, Stockouts, and Carrying CostLearn how to analyze inventory data in spreadsheets. Track turnover, stockout rates, dead stock, and carrying costs with practical methods.
- How to Analyze Market Research DataHow to analyze market research data: steps to clean survey exports, identify patterns, and present findings from your research file.
- How to Analyze Marketing Data Without a Data TeamLearn how to analyze marketing data to measure campaign ROI, channel performance, and lead quality — without SQL, formulas, or a marketing analyst.
- How to Analyze Operational DataHow to analyze operational data: steps to track process efficiency, throughput, and cost from your operations export in a spreadsheet.
- How to Analyze Paid Advertising DataHow to analyze paid advertising data: steps to evaluate ROAS, CPC, and campaign efficiency from your Google Ads or Meta export.
- How to Analyze Pricing Data: A Step-by-Step GuideLearn how to analyze pricing data, find optimal price points, and model the revenue impact of price changes using spreadsheet techniques.
- How to Analyze Sales Data in Excel (And a Faster Way)Learn how to analyze sales data in Excel with pivot tables and formulas — or skip the setup and get answers from your data in plain English with AI.
- How to Analyze Social Media DataStep-by-step guide to analyzing social media data. Learn which metrics matter, how to merge platform exports, and how to find your top-performing content.
- How to Analyze Supply Chain DataHow to analyze supply chain data: steps to track supplier performance, lead times, and inventory turnover from your ERP or WMS export.
- How to Analyze Survey DataHow to analyze survey data from a CSV export: calculate response rates, find rating distributions, cluster open-ended answers, and segment by respondent type.
- How to Analyze Website Traffic DataHow to analyze website traffic data from your analytics export: sessions, channel breakdown, bounce rate, and conversion trends without SQL.
- How to Calculate Customer Lifetime ValueLearn the formulas for calculating customer lifetime value (LTV) — and how AI can calculate LTV by segment from your own customer data instantly.
- How to Create a Dashboard in Google SheetsBuild a dashboard in Google Sheets with QUERY, pivot tables, charts and slicers, or connect the sheet to a dashboard that refreshes itself on a schedule.
- How to Create a KPI Dashboard in ExcelPick the KPIs, calculate them against targets and last period, and lay them out as cards and trends. A KPI dashboard in Excel from scratch, step by step.
- How to Create a KPI Dashboard: Spreadsheet Methods and Best PracticesLearn how to create a KPI dashboard in Excel or Google Sheets. Structure your metrics, build charts, and keep the dashboard updated automatically.
- How to Create a Sales Dashboard in ExcelBuild a sales dashboard in Excel with a table, PivotTables, charts and slicers — or get one from your sales export in a minute. Steps and a free sample.
- How to Create a Sales Report That People Actually ReadLearn how to create a sales report that shows revenue trends, rep performance, and pipeline health — and how AI can generate it from your data in minutes.
- How to Forecast Sales More AccuratelyLearn how to forecast sales using historical data, pipeline coverage, and win rates — and how AI can build a data-driven sales forecast from your spreadsheet.
- How to Measure Sales Rep PerformanceHow to measure sales rep performance beyond quota attainment: win rate, pipeline coverage, activity ratios, and deal quality by rep from your CRM export.
- How to Track KPIs That Drive Real Business DecisionsLearn how to track KPIs consistently and analyze them to drive business decisions — with AI reading your KPI data from any spreadsheet in plain English.
- How to Track Marketing MetricsHow to track marketing metrics: cost per lead, conversion rate, CAC, and ROAS from your campaign and CRM exports without a dedicated analyst.
- How to Track Sales Pipeline Without Losing DealsLearn how to track your sales pipeline effectively — stage coverage, deal aging, and win rate — and how AI can analyze your pipeline data from any CRM export.
- How to Track Social Media MetricsHow to track social media metrics from platform exports: engagement rate, reach, follower growth, and content performance by format in one place.
- What Is Annual Recurring Revenue (ARR)?Annual recurring revenue (ARR) is the annualized value of recurring subscription contracts. Learn how to calculate it and what it excludes.
- What Is Average Revenue Per Account?Average revenue per account measures mean revenue generated per customer. Learn the ARPA formula and how to track it by segment in a spreadsheet.
- What Is Average Revenue Per User (ARPU)?Average revenue per user (ARPU) measures revenue divided by active users for a period. Learn how to calculate it and what drives it up or down.
- What Is Booking Value?Booking value defined: how it differs from revenue and ARR, the formula, and how to track it from your CRM or billing export.
- What Is Cohort Retention?Cohort retention tracks what share of customers who started in the same period are still active over time. Learn how to read and build a retention curve.
- What Is Conversion Rate? A Complete BreakdownConversion rate is the percentage of visitors or leads who complete a desired action. Learn how to calculate it and what a good rate looks like.
- What Is Customer Acquisition Cost?Customer acquisition cost (CAC) is total sales and marketing spend divided by new customers acquired. Learn how to calculate it and benchmark it.
- What Is Customer Segmentation?Customer segmentation groups customers by shared traits to improve targeting, retention, and product decisions. Learn the main methods and how to start.
- What Is Days Sales Outstanding (DSO)?Days sales outstanding (DSO) measures how long it takes to collect payment after a sale. Learn the formula, what a good DSO looks like, and how to reduce it.
- What Is Expansion Revenue?Expansion revenue is the additional MRR earned from existing customers through upgrades and add-ons. Learn how it affects growth and net dollar retention.
- What Is Gross Revenue Retention? The Floor Metric for SaaS HealthLearn what this SaaS health metric measures, how it differs from net revenue retention, and how to calculate it from your customer data.
- What Is Lifetime Value (LTV)?Lifetime value (LTV) is the total revenue a business expects from a customer over the entire relationship. Learn the formula and how to calculate it by segment.
- What Is Monthly Recurring Revenue (MRR)?Monthly recurring revenue (MRR) is the normalized monthly value of active subscriptions. Learn how to calculate it, what to include, and how to track movements.
- What Is MQL to SQL Conversion Rate?MQL to SQL conversion rate defined: formula, typical benchmarks, and how to track it in a spreadsheet.
- What Is Net Promoter Score (NPS)?Net promoter score (NPS) measures customer loyalty on a 0–10 scale. Learn the formula, what a good score looks like, and how to analyze NPS data.
- What Is Net Revenue Per User?Net revenue per user defined: formula, how it differs from ARPU, and how to track it in your billing export.
- What Is Net Revenue Retention (NRR)?Net revenue retention (NRR) measures how much revenue a SaaS company retains from existing customers including expansion. Learn the formula and benchmarks.
- What Is Revenue Churn?Revenue churn is the percentage of MRR lost from existing customers. Learn how it differs from logo churn and why both matter for subscription businesses.
- What Is Revenue Concentration?Revenue concentration defined: how to measure customer revenue concentration risk and track it from your billing or CRM export.
- What Is Revenue Growth Rate? A Practical GuideRevenue growth rate measures how fast a business is growing its top line. Learn the formula, what counts as strong growth, and how to track it.
- What Is Revenue Per Lead?Revenue per lead defined: formula, how to calculate it from your CRM export, and what it tells you about channel ROI.
- What Is SaaS Metrics?SaaS metrics are the standardized KPIs subscription businesses use to measure growth, retention, and unit economics. Here is what each one tracks.
- What Is Sales Velocity?Sales velocity measures how quickly deals move through your pipeline and generate revenue. Learn the formula and what slows it down.
- What Is Sales Velocity? The Pipeline Speed Metric ExplainedLearn what this pipeline speed metric measures, how to calculate it from opportunities, and what a good result looks like for B2B teams.
Working with these files every week?
Try your own file free, no account needed. Most people who analyze analysis methods regularly use the Pro plan.