Introduction to Cohort Management in SalesScreen
SalesScreen’s Cohort Management feature enables organizations to group users into custom “cohorts” for more flexible and insightful reporting. With an intuitive interface, admins can manually assign users to one or more cohorts—such as “New Starters,” “Role Types,” or any other grouping that fits your business needs.
Once created, cohorts can be used as filters across dashboards and competitions, just like existing team and department filters. This allows you to easily track performance, monitor onboarding progress, or analyze specific user groups in detail.
Below, you’ll find answers to common questions about creating, managing, and using cohorts within SalesScreen.
Who can create a cohort?
Only admins have the ability to create cohorts.
Who can access a cohort?
Access to a cohort is determined by its settings. When creating or editing a cohort, you can choose one of the following access levels:
Admins only: Only admins can access and use the cohort.
Managers with access to all users in the cohort: Any manager who has access to all users within the cohort can use it.
Managers with access to at least one user in the cohort: Any manager who has access to at least one user in the cohort can use it.
Where can a cohort be used?
Currently, cohorts can be used as filters in:
Widgets: Filter dashboard widgets by cohort for targeted insights.
Competitions: Filter participants in competitions by cohort.
Note: In competitions, only the users who were in the cohort at the time the competition was created will be included.