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End of Year Reporting Tips

Kubit has tons of great features to enable EOY reporting with ease

Updated over a week ago

As we ring in another new year most teams are busy preparing critical End of Year reporting to understand what worked and what did not. This type of analysis is also valuable when looking ahead at planning for the upcoming year, placing product bets rooted in data driven insights.

Kubit has several features that facilitate these types of queries and we've compiled a few to kick-start the EOY look back.

Compare Mode in Query

In Query you are able to use the Compare button to select a Year look back and see the previous year values over-top the current. This can be especially helpful when understanding if you over/under performed against prior years.

Our recommendation is to select a Monthly date interval and then select "Last Full" then Year. Then you can compare to Previous Year. If you have a considerable amount of data this query may take time to return, or you may need to look at it Quarterly.

A short video showing how to compare data to a previous year

There are multiple options you can leverage from the Compare dropdown:

  • Previous Week/Month/Quarter/Year - shortcuts to select a previous period based on the current report's date range

  • Custom - which allows you to manipulate the end date for the previous period and the start date is adjusted based on the length of the current report's date range

When using Compare any metrics for the previous period will be displayed as a dotted line on the chart, while the metrics for the current period will be displayed as a regular line, as shown here:

Showing YoY changes in Dashboards

When you switch the Query result from Line Chart to Numeric you will also see the % change and that will make your Dashboards even more meaningful:

Retention or Churn from the Previous Year

Questions like "How many new users from January were retained all 12 months of the year?" are valuable in looking at longterm Retention and more importantly Churn.

Using a Retention report in Kubit you are able to create cohorts of new users joining the platform or service each month, then looking forward the remaining months of the year to see how they faired.

Here is an example set up of a Quarterly retention report, this means each group that Registered in the Quarter will be shown as retained over the following ones. We are also looking at the as Unbounded, meaning we will count the user up to the last quarter they returned to the platform.

When we execute this and view it as a chart we see a great example of how the last year of new user retention panned out.

πŸ’‘ Those who joined in Q1 (1/1/2023) retained better through Q4 than any other cohort. However they all had roughly the same Q0 retention, meaning we don't have a churn problem within the Quarter, more so in the following ones.

πŸ’‘ Our Churn problem is serious though, we lose 91% of new users from Q1 in Q2.

How to Take Action

Once you've tried out a few of these EOY features you can build a dashboard highlighting the areas your team did well and can improve. This should inform your Product Roadmap and any A/B testing you hope to launch.

Additionally you can build a Query looking at this current year and measure the impact of your bets and tests through Kubit's scheduling and custom alert monitors.

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