Viin Cohort View
by Viindoo
| Lines of Code | 1399 |
| Technical name | viin_web_cohort |
| License | OPL-1 |
| Website | https://viindoo.com/apps/modules/19.0/viin_web_cohort?force_show=1 |
| Read description for | v 13.0 v 14.0 v 15.0 v 16.0 v 17.0 v 18.0 |
| Extensions | Cohort View Test |
See who stays - cohort by cohort
Turn any Odoo model with a start date and an end date into a retention and churn analysis. One view declaration, no custom development, no export to a spreadsheet.
Screens shown here come from the companion example module used to illustrate the view - viin_web_cohort itself ships no menu, action or business model of its own.
Key Features
Works on Any Model You Already Have
Point it at a start-date and an end-date field on any record type, and a 16-period retention or churn table builds itself - no separate report to design, no export to a spreadsheet.
One View Declaration, Everywhere
Add a single cohort view to any screen's action. Odoo checks the declaration when the view is saved, so a missing or mistyped setting is caught immediately - not discovered by users later.
Drops Into Any Window Action
List the cohort table alongside the list, form and kanban views your users already use, so retention analysis lives right next to the data it explains.
Interactive Table, Not a Static Report
Switch the measure, the time interval and the reading (retention or churn) right on screen, hover a cell for the exact figure, and click through to the records behind any percentage.
Export in One Click
Send the exact table on screen - percentages and averages included - to a formatted spreadsheet for a board pack or an investor update.
Works on the model you already have
Cohort analysis is not a new app to populate - it is a view type. Point it at a start-date field and an end-date field on any model, and the table builds itself from records you are already keeping. The module ships no business model, no menu and no action of its own.
Retention or churn, at the period that matches your business
Read the same data as retention or as churn - the two are complements of each other. Group by day, week, month or year and switch between them on screen, without leaving the report or editing the view.
Every percentage is auditable
Click a cell and the report opens the exact records behind that number, with your current search filter still applied. A figure you can open is a figure you can defend in a meeting.
Count what actually matters
A cohort does not have to mean a headcount. Measure the number of records, the distinct count of a linked record such as a customer, or the aggregate of any numeric field - revenue, quantity, hours - using that field's own aggregation. The Measures selector switches between them in place.
Take the table with you
Export the cohort table, averages included, to xlsx in one click - for the board pack, the investor update, or a colleague who lives in a spreadsheet.
Built to be declared, not configured
Add viin_cohort to an action's view_mode and declare a
<viin_cohort> element with string, start_date
and stop_date. Optionally set mode, timeline,
interval and measure. The arch contract is enforced when the
view is saved: a required attribute that is missing, an attribute that does not belong,
or an invalid value for mode, timeline or interval
is refused with a message naming the problem - so a typo cannot quietly produce the
wrong analysis.
- Odoo version: 19.0 — Editions: Odoo Community Edition, Viindoo
- Dependency:
webonly - License: OPL-1
Frequently Asked Questions
Which models can I use this on?
Any model that has a start-date field and an end-date field. The view type is added to the framework itself, so it is available everywhere - you decide where to declare it.
Do I get a ready-made cohort screen after installing?
No, and that is deliberate. This module contributes the view type; you declare where it applies. A separate test module ships a worked example you can read as a reference.
What is the difference between retention mode and churn mode?
They are two readings of the same data and complement each other to 100%. Retention shows the share of a cohort still active at each offset period; churn shows the share that has left.
Can I see the records behind a percentage?
Yes. Every cell drills down to exactly the records it counted, and the drill-down respects the search filter you have applied to the report.
What happens if I mistype an attribute in the view?
The view is refused when it is saved, with a message naming the attribute, the value you gave and the values it accepts. The three required attributes are checked the same way.
Viin Cohort View
viin_web_cohort does not add a menu, a button, or a business screen of its own. It adds a new backend screen type called Cohort (technical name viin_cohort) that other modules use to show a retention or churn table on one of their own models. This guide is written for the person who configures or extends an Odoo module - a functional consultant or an Odoo integrator - who wants to add a Cohort screen to a model, understand what each control on that screen does, and read the resulting table correctly.
If you are looking for one specific Cohort screen (an Opportunities analysis, a subscription churn report, and so on), that screen belongs to the app that ships it, not to this module. Once that app is installed, open its own menu to find the screen.
Installation
viin_web_cohort only depends on the base Web module, which every Odoo database already has. In practice you never install viin_web_cohort on its own:
- It is hidden from the Apps list.
- It is installed automatically the moment you install an app that ships a Cohort screen - for example the CRM app's Opportunities analysis, or the Sales, Stock, and Subscriptions apps' enterprise reports.
To confirm it is installed, turn on developer mode, open Settings ‣ Technical ‣ Apps ‣ Modules, and search for viin_web_cohort.
Configuration
Adding a Cohort screen to a model is done by an integrator editing that model's view, not by an end user through the interface. This section documents the contract that view must follow.
The Cohort view element
A Cohort screen is declared as a view whose content is a single <viin_cohort> element - it never contains any child element. The following example, taken from this module's own test data, adds a Cohort screen to a simple sales-order-like model:
<record id="sale_order_test_view_viin_cohort" model="ir.ui.view"> <field name="name">sale.order.test.view.viin.cohort</field> <field name="model">sale.order.test</field> <field name="arch" type="xml"> <viin_cohort string="Sale Order Test Cohort Analysis" start_date="date_start" stop_date="date_end" interval="month" mode="retention" measure="partner_id"/> </field> </record>
Saving the view raises an error immediately if a required attribute is missing, if an attribute outside this list is used, or if mode, timeline, or interval holds a value outside the sets listed below.
Required attributes:
- string - the title shown above the table.
- start_date - the date field that puts a record into a starting-period row (for example the date an order or an opportunity was created).
- stop_date - the date field that marks when a record leaves that cohort (for example the date it closed or was lost).
Optional attributes - each may be left out, and each has a documented default. What is refused is a value outside its set, not the absence of the attribute:
- mode (default retention) - retention shows what share of the starting group is still open at each later period; churn shows the reverse, the share that has already left.
- timeline (default forward) - forward reads periods from the starting period onward; backward reads them counting down to today.
- interval (default month) - the width of each period: day, week, month, or year.
- measure - what is counted or summed per cell. Leave it out for a plain record count. Set it to any summable field on the model (its own aggregation - sum, average, and so on - is reused); pointing it at a relation field (a partner, a salesperson) counts the distinct number of related records instead. Unlike the three above, measure is a field name, not a closed set.
Usage
The screens below are captured from the test_viin_web_cohort module's own demo screen (Cohort Test ‣ Sale Order Test Cohort Analysis, reached from the home menu), used here only to illustrate what a Cohort screen looks like once a module declares one. Installing viin_web_cohort by itself does not add this menu.
Reading the table
Each row is one starting period (grouped by the start_date field, at the current interval). The first two columns show the period and the measure's total for that period. Each following column is an offset from the starting period (+0, +1, +2, and so on) and shows the percentage of the starting total that is still retained - or, in churn mode, that has already left - by that later period. Each cell is shaded in the accent color at an opacity equal to its percentage, so the more strongly colored a cell is, the higher its percentage. A bottom Average row averages every column across all the rows above it.
Choosing what to measure
Click Measures to pick what each cell counts. The list always includes Count (a plain record count) plus every other summable or relational field the view's measure attribute could point to on that model.
Switching the time interval
The Day, Week, Month, and Year buttons re-group both the rows and the columns at that interval width. The choice is remembered if you leave and come back to the screen.
Drilling into a cell
Click any percentage cell, or a row's starting-period label, to open the underlying records for that row and column combination in a regular list, which you can open individually from there.
Exporting to Excel
Click the download button next to the interval switcher to download the table exactly as shown (every row, every percentage, and the Average row) as an .xls file named after the screen's title.
Troubleshooting
"<viin_cohort> requires the '...' attribute" - one of string, start_date, or stop_date is missing from the view. Add it and save the view again.
"Invalid attributes (...) in viin_cohort view" - the view uses an attribute this element does not accept, often a typo. Only string, start_date, stop_date, mode, timeline, interval, and measure are allowed.
"Invalid mode/interval/timeline (...) ..." - the screen tried to load with mode, timeline, or interval empty or set to a value outside its allowed set - most often because the view left that attribute out entirely. Set it to one of the values listed in Configuration above.
The screen shows "No data available" - either no record matches the current filters, or the chosen measure has nothing to aggregate for those records. Clear filters or pick a different measure.
A cell shows a dash instead of a percentage - that period is still in the future relative to today, so there is nothing to report yet.
FAQ
Can I put a Cohort screen on any model? Yes, as long as the model has two date fields you can use as the starting and the stop date.
Can an end user configure the Cohort screen from the interface? No. Which fields are used and which values are allowed is fixed in the view's definition; end users only choose the measure and the interval while viewing the screen.
Why does my app not show a Cohort screen even though ``viin_web_cohort`` is installed? Because viin_web_cohort only provides the screen type. A specific app has to declare its own <viin_cohort> view and add it to one of its own menu actions before a Cohort screen appears anywhere.
Does the export include the drill-down records? No. The exported .xls file mirrors exactly what is on screen - the cohort rows, the percentages, and the Average row - not the individual records behind any cell.
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