Help Center
Find answers to common questions about CohortGenie.
Getting Started
Set up your account, connect QuickBooks, and start analyzing.
3 articles
Dashboard & Metrics
Understand retention, LTV, churn, NDR, and other cohort metrics.
4 articles
Integrations
Connect and manage QuickBooks Online connections.
2 articles
Reports & Deliverables
Branded reports, PDF exports, and sharing with clients.
2 articles
Billing & Subscription
Plans, pricing, invoices, and payment methods.
2 articles
Team & Workspace
Invite team members, manage roles, and configure workspaces.
3 articles
Troubleshooting
Common issues, sync errors, and how to fix them.
2 articles
Getting Started
Set up your account, connect QuickBooks, and start analyzing.
Connecting QuickBooks Online
Step-by-step guide to linking your client's QuickBooks Online account to CohortGenie.
Adding Your First Client
Create a workspace, connect a client's QuickBooks, and start analyzing their revenue data.
Understanding Your Dashboard
A quick tour of the CohortGenie dashboard — stats cards, charts, and where to find things.
Dashboard & Metrics
Understand retention, LTV, churn, NDR, and other cohort metrics.
What Is Cohort Analysis?
Plain-English explanation of cohort analysis and how CohortGenie applies it to your QuickBooks data.
Reading Retention Curves
How to interpret the cohort retention heatmap and what the percentages mean.
Understanding LTV, Churn, and Active Customers
What each metric on your dashboard means and how CohortGenie calculates them.
Gross vs. Net Dollar Retention (GDR vs NDR)
What GDR and NDR measure, why they differ, and what they tell you about revenue health.
Integrations
Connect and manage QuickBooks Online connections.
Reports & Deliverables
Branded reports, PDF exports, and sharing with clients.
Billing & Subscription
Plans, pricing, invoices, and payment methods.
Team & Workspace
Invite team members, manage roles, and configure workspaces.
Troubleshooting
Common issues, sync errors, and how to fix them.