Customer/Portfolio Analytics

About This Course

Customer/Portfolio Analytics focuses on understanding how customer segments behave and how that behavior impacts growth, retention, and profitability. Analysts build segmentations (demographic, behavioral, value-based), track cohort performance, and monitor KPIs such as activation, repeat usage, churn, product penetration, profitability, and lifetime value. They identify drivers behind changes—channel quality, product experience, pricing, service issues—and recommend actions like targeted offers, cross-sell strategies, onboarding improvements, or risk controls. The role involves building dashboards for stakeholders and running deep-dive analyses for questions like “why a cohort churned” or “which segment responds best to an offer.” Strong analysts combine SQL/BI skills with business storytelling so recommendations are actionable. Collaboration is high with product, marketing/CRM, customer success, and operations. Over time, the role can evolve into growth analytics, product analytics, or analytics leadership positions, especially in BFSI, telecom, subscription, and consumer platforms.

Key Responsibilities

• Segmentation
• cohort/retention
• cross-sell/up-sell insights
• profitability and product performance

Growth Path

Tools Used

Perfect For

Analysts who like customer behavior and business impact

Fee Structure