Customer - Customer Retention

How well your store keeps the customers it wins: a graph of new and regular customers over the last 24 months, a heatmap showing how soon each month's new customers came back for a second order (or never did), and key insights on your best and worst months. For store managers, franchisees and marketing teams checking whether customers come back and planning loyalty and win-back campaigns.


Updated Fri 23 Oct 2026

Running the report

1
Open Reports for your store and choose Customer Retention under Customer.
2
There is nothing to set: the report always looks at complete months up to the end of last month (see Report options).
3
Run the report. You get the trend graph at the top, the cohort heatmap with its totals below it, and the colour legends and key insights at the bottom.
TipRun it once a month, early in the month. The newest month has just been added and you can compare it with the months before.
Only orders with a customer attachedThe report only sees completed orders where a customer was captured on the order. Walk-in sales with no customer, and voided orders, are not counted anywhere in the report.

Report options

This report has no options. It always runs for your store and always uses complete months:

  • The graph covers the last 24 complete months, oldest on the left. If your store has less history, the graph starts at the first month with customer orders.
  • The heatmap covers the last 12 complete months, oldest at the top.
  • The current month is never included, because it is not finished yet.

Months follow your store's trading days and close of trade time: if your store closes trade at 02:00, an order at 01:00 on 1 October belongs to the 30 September trading day, so it counts in September.

The report at a glance

Bob's Burgers Times Square
Customer retention report

The header has no date line: the months the report covers are shown in the graph and down the left of the heatmap. If you run the report on Fri 23 Oct 2026, the heatmap shows Oct 2025 to Sep 2026 and the graph ends at Sep 2026.

  1. Trends of new and regular customers: a line graph of new and regular customers per month.
  2. Customer cohort heatmap: each month's new customers and when they came back.
  3. Totals: the twelve months added together.
  4. Customer retention legend and customer churn legend: what the colours mean.
  5. Key insights: your best and worst months in one line each.

Customer cohort heatmap

Each row is a cohort: the customers who placed their first ever order at your store in that month. The columns show how long they took to place their second order, or that they have not ordered again. Each column shows the number of customers and, next to it, that number as a percentage of the month's new customers. The cells are shaded: the darker the green, the more customers came back in that time; the darker the red, the more customers never came back.

Cohort 1New
customers 2
(placed their first order)
0 - 30
days later 3
31 - 60
days later
61 - 90
days later
over 90
days later
Customer
churn 4
(never ordered again)
Oct 2025541630%917%611%611%1731%
Nov 2025421638%37%614%410%1331%
Dec 2025581628%1119%610%35%2238%
Jan 2026561934%916%24%916%1730%
Feb 202632928%722%13%413%1134%
Mar 2026481531%1021%48%36%1633%
Apr 2026512243%816%12%612%1427%
May 2026501734%612%510%12%2142%
Jun 2026441739%716%12%25%1739%
Jul 2026481838%48%510%0n/a 52042%
Aug 2026531834%713%0n/a0n/a2853%
Sep 2026442557%0n/a0n/a0n/a1534% 6

The column header reads: (the number of new customers in each month that placed their second order).

1 Cohort

The month of the customers' first order. The heatmap always shows the last twelve complete months, oldest at the top.

2 New customers

The number of customers whose first ever completed order at your store was in that month. This is the 100% for the rest of the row. It is the same figure as the blue line on the graph for that month.

3 0 - 30, 31 - 60, 61 - 90 and over 90 days later

How many of those customers placed their second order within that many days of their first order, counted in trading days. Each customer is counted in one column only: the one their second order falls in. Later orders don't change the row. In Apr 2026, 22 of the 51 new customers (43%) came back within 30 days.

4 Customer churn

Customers who have not placed a second order at all, up to the day you run the report. In Apr 2026, 14 of 51 (27%) have not come back. A customer who comes back later moves out of this column the next time you run the report.

5 n/a

Not enough time has passed for this column, so the cell is left white with 0 and n/a. For the last month only the first 30 days can be shown, for the month before that up to 60 days, and for the third-last month up to 90 days. That is why the bottom right of the heatmap fills with n/a.

Customers who already came back in a column that shows n/a are not shown anywhere in that row yet, so the newest rows don't add up to the new customers: Sep 2026 shows 25 + 15 = 40 of 44 customers, because 4 came back between 31 and 60 days. They appear once that column opens next month.

6 The newest months look worse

The churn figure for a recent month includes customers who simply haven't had time to come back yet. Expect the bottom rows to show higher churn that drops as the months go by. Compare older rows with each other for a fair picture.

Totals

The Totals: row under the heatmap adds the twelve months together.

New
customers
0 - 30
days later
31 - 60
days later
61 - 90
days later
over 90
days later
Customer
churn
Totals: 158020836%8115% 2378%389%21136%

1 Counts

Each count is the sum of the column above it: 54 + 42 + 58 + … + 44 = 580 new customers.

2 Percentages

Each percentage only uses the months that can have a figure in that column, so the n/a months don't drag it down. 31 - 60 days later is 81 out of the 536 new customers from Oct 2025 to Aug 2026 (15%). 61 - 90 days later uses Oct 2025 to Jul 2026 (37 of 483) and over 90 days later uses Oct 2025 to Jun 2026 (38 of 435). 0 - 30 days later and Customer churn use all twelve months (208 and 211 of 580).

Legends

Under the totals, two small legends explain the shading.

Customer retention legendCustomer churn legend
100% Excellent - very high customer retention0% Excellent - no customer churn
66% Good - high customer retention33% Good - low customer churn
33% Fair - low customer retention66% Fair - high customer churn
0% Poor - no customer retention100% Poor - very high customer churn

The green shading of the four "days later" columns gets darker as the percentage rises towards 100%. The red shading of the Customer churn column gets darker as churn rises towards 100%. The New customers column is shaded blue: the month with the most new customers is darkest.

Key insights

Next to the legends, the report sums up the heatmap in a few lines.

Key insights
Best cohort: 1Apr 2026 with 73% customer retention
Worst cohort: 2Aug 2026 with 53% customer churn
Avg retention rate: 364% average customer retention
Early return cohort: 4Sep 2026 with 57% early return rate

1 Best cohort

The month with the lowest churn. Retention is 100% minus that month's churn: 100% − 27% = 73%. If two months tie, both are named ("Jun 2026 and Jul 2026 with …").

2 Worst cohort

The month with the highest churn. This is often one of the newest months, because their customers have had the least time to come back (see the heatmap, marker 6).

3 Avg retention rate

Across all twelve months, the share of new customers who have placed a second order: 100% − (211 / 580) = 64%.

4 Early return cohort

The month with the highest percentage of new customers who came back within 30 days.

Use it for campaignsLook at what you did in your best month (a promotion, a new menu, a delivery offer) and try it again. A high churn month is a good place to start a win-back offer: run the Customer Cohort report for that month with Show customers that... set to placed their first ever order to list them.

Watch the video

A short walkthrough of the Customer Retention report: the trend graph, how to read the cohort heatmap and what the key insights tell you.

Can't see the video? Watch it on YouTube.

Frequently asked questions

Why do some cells show n/a?

Not enough time has passed since those customers' first orders. The last month can only show returns within 30 days, the month before up to 60 days and the third-last month up to 90 days. The cells fill in as the months go by.

Why doesn't a row add up to the number of new customers?

In the newest rows, customers who came back in a period that still shows n/a are not shown yet. For example, a September customer who came back after 40 days only appears once the 31 - 60 days column opens for September. Older rows always add up.

Why is the most recent month always the worst cohort?

Churn counts customers who haven't placed a second order yet. The newest month's customers have had the least time to come back, so their churn is higher. Judge your retention on the older rows, and watch the newer rows improve over the next few months.

Why isn't this month on the report?

The report only uses complete months, so the current month is left out until it ends. It is added the first time you run the report after your close of trade on the last day of the month.

Why is a customer I know well missing, or counted as new?

The report only sees completed orders with a customer captured on them. If a regular's earlier orders were rung up without selecting them, the report can't link those orders, and their first linked order counts as their first order. Customers are counted per store: a customer's first order at your store makes them new here, even if they ordered at another store before.

Does a second order on the same day count as coming back?

Yes. Any second completed order counts, including one later the same day (for example a second order for dessert). It falls in the 0 - 30 days later column.

Why does the green line on the graph stop before the end?

A regular customer is one who ordered again within 90 days. For the last three months those 90 days haven't passed yet, so the report leaves those points off rather than show a figure that is too low.

Why can there be more regular customers than new customers?

They count different people. New customers are only those who ordered for the first time that month. Regular customers are everyone who ordered that month and came back within 90 days, including customers who have been ordering for years.

Are voided orders counted?

No. Only completed orders count. A voided order is not a first order, a second order or an order for the graph.

Glossary

Close of trade
The time your store's trading day ends, for example 02:00. Orders after midnight but before close of trade belong to the previous trading day, and so can belong to the previous month.
Cohort
The group of customers who placed their first ever order at your store in the same month.
Customer churn
Customers from a cohort who have not placed a second order, as a number and a percentage of the cohort.
Early return rate
The percentage of a cohort that placed a second order within 30 days of the first.
Heatmap
A table where each cell is shaded by its value: green for customers who came back, red for churn, blue for new customers.
n/a
Not available yet: too little time has passed since the cohort's first orders for that column.
New customer
A customer whose first ever completed order at your store fell in that month.
Regular customer
A customer who ordered in the month and ordered again within 90 days of that order.
Retention
The share of customers who came back for a second order. Retention plus churn is 100%.
Second order
A customer's next completed order at your store after their first, whenever it was placed.
Trading day
Your store's business day, from close of trade to close of trade. Days between orders and the months in the report are counted in trading days.