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Google Sheet - Defining Churn based on the set of criteria


I have a dataset with all the subscriptions I receive on a monthly or yearly basis from my clients. There are 3 columns: client IDs, Subscription charge at (date), subscription type (monthly or yearly).

I want to add 2 columns to get visibility on

To be consider a churn, a client has to:

I've made a dummy sheet to help better understand my issue. Any help on the formulas in column E and F would be highly appreciated.


Solution

  • You can get the formula and the result in Neo Test sheet in your dummy sheet

    As you can easily get today's date, here's a working formula giving your expected result :

    =IF(
        D3="Monthly",
        SI(
            DAYS($A$1,F3)<=90,
            "Still a client",
            "Churned"
        ),
        IF(
            DAYS($A$1,F3)<=365+90,
            "Still a client",
            "Churned"
        )
    )
    

    Checks the subscribtion type, then get the day's difference ( you can replace $A$1 by Today() ). If it's before the deadline it's still a client, if not it's churned