Quarterly Sales Churn Tableau Dashboard

Tableau exploration of acquisition, retention, and churn to spot at-risk segments before they slip away.

What question it answers

Which segments drive churn and where should retention spend go?

What I built

• Cohort-based Tableau dashboard tracking logo churn %, revenue churn, and replacement rate by segment, size, and state.
• State map and segment filters to quickly isolate hotspots and compare acquisition vs. churn within the same view.

Findings from the sample data

• Midwest SMB churn was trending up while replacement lagged new acquisition.
• Larger enterprise cohorts showed steadier retention but slower replacement when churn occurred.

Methods & cadence

• Cohorting, segment filtering, state-level mapping, and quarterly refresh cadence to mirror leadership reporting.