Cohort Builder

The Cohort Management App is a powerful tool that enables you to build, schedule, and manage custom data cohorts using your own secure data—no data is stored or transferred outside your environment. It streamlines the process of creating scheduled cohort tables in various forms (dynamic, snapshot, or one-time), ensuring that your insights remain fresh and actionable while supporting seamless team collaboration.

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**Expected Workflow:**

1. **Access & Configuration:** Start by opening the app and granting it access to the desired tables in your database—or choose from tables that already have the required access.
2. **Field Selection & Filtering:** Select specific fields and apply filters with defined criteria and values to segment your data accurately.
3. **Cohort Creation & Scheduling:** Save your defined cohort and schedule it; for instance, you can set up a dynamic table that updates automatically with adjustable options (like lag time and refresh mode).
4. **Ongoing Management:** Return at any time to load an existing cohort, modify its filtering criteria, or update its scheduling, ensuring that your cohorts always reflect the most current data.
5. **Collaboration:** Use the cohorts for personal analysis or share them with team members to drive collective data-driven decisions.

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**Data Sources & Security:**<br/>The app is designed to work exclusively with your consumer data, ensuring that no information leaves your secure environment. It integrates seamlessly with your existing databases using standard SQL access, offering robust security and complete data governance. This means you can confidently create and manage cohorts without compromising your data's privacy or integrity.

Happy cohorting!