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.

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.

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

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:

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:

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.

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.