How to create customer repeat rate waterfall analysis

So basically, I would like to build a customer repeat rate waterfall analysis for one of the deals I am working on, I have been searching but did not find too much helpful info online, right now I have the following:

Customer order time (year and date going back 5 yrs)
Customer names, emails and their addresses
Value of their transactions

can someone with experience weight in here to teach/guide me on how to build one?

Thanks!!!

5,962 WSO Academy Investment Banking Session Reviews: 4.82/5

Class of '23 Dec 2026 Cohort

5.00/5

Investment Banking Full Resume Review

“Wilson was very helpful in my resume review. He asked clarifying questions to help me highlight the key aspects of my resume. Following the review, I feel confident that my updated resume accurately reflects my my professional work experience. I also appreciated how quick he was to respond to my enquires. His responses were supportive and ensured that my resume reflected key points that are relevant for my experience. I would definitely want to work with Wilson again in the future as this was a great experience for me.”

Haagse Hogeschool

Class of '28 Nov 2026 Cohort

4.70/5

Investment Banking Career Roadmap (optional)

“I recently had my first roadmap meeting with a mentor from WSO Academy, and it was truly a pleasure. We had such an open, genuine, and insightful conversation. What I appreciated most was how closely his background, career path, and long-term vision aligned with my own ambitions. It was almost as if we shared the same goals and outlook on the future, which made the conversation even more valuable. We discussed a wide range of topics, including starting my career in an analyst role in the APAC region, potential pathways into private equity, and how to eventually transition into the U.S. market. We also talked about opportunities in the Middle East and Europe, the importance of building and maintaining a strong professional network, and even the possibility of starting my own company in the long term. He shared valuable advice on the next steps I should take and how to approach my career strategically. What made the meeting particularly special was how approachable, supportive, and genuinely interested he was in my ambitions. Since I’m currently completing my internship in Singapore and he will also be visiting Singapore soon, we’re planning to meet for a coffee chat, which I’m really looking forward to. Overall, I’m extremely grateful for this experience. It was a genuinely inspiring, helpful, and insightful conversation that made me even more confident about my decision to join WSO Academy. I feel fortunate to have connected with a mentor whose experience and vision align so closely with the career path I hope to pursue.”

See All 11,099 WSO Academy Reviews

2 Comments

vikkk

IB

9y

can someone help?!

Reply

Quote

Report

Other

vikkk

IB

9y

Hic doloribus ab animi laboriosam et. Rerum atque fuga hic odio voluptas sed. Est omnis iusto facilis dolores. Neque quo et porro eius. Sed illo commodi temporibus praesentium. Quidem qui sed eius quidem. Dolorem enim aut nam dolorem.

Odio non explicabo sint hic. Veniam quaerat fugit pariatur sed quam mollitia consequatur. Voluptatem consequatur earum numquam mollitia eligendi sunt. Sapiente non ratione eum aliquid.

+136	UBS Catastrophic Q1-Q3 26, M&A -17%, Outside Top 10 in Americas, EMEA & APAC	37	4h
+53	PWP acquisition by Piper cancelled	13	8h
+50	Banking (Un)fortunately Still Needs You: My Case for Bankers in the AI Era	15	3d
+31	New analyst: how are you thinking about learning to model when AI is getting this good?	6	5d
+29	UBS IB #24 in US M&A in 2026	10	5d
+25	Houston banking Gods ?	16	19h
+23	Evercore poaches Baird DC Defense Team	12	8h
+21	Best Houston Banks for Culture in 2026	11	7h
+18	How to Exit a Sweatshop	4	5d
+18	Normal for lateral process to go +2 months?	4	5h

1	redever	99.2
2	BankonBanking	99.0
3	kanon	99.0
4	Secyh62	99.0
5	Betsy Massar	98.9
6	CompBanker	98.9
7	GameTheory	98.9
8	dosk17	98.9
9	DrApeman	98.9
10	Mimbs	98.8

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

How to create customer repeat rate waterfall analysis

Score Breakdown

Feedback

Score Breakdown

Feedback

Elite Career Bootcamp. Top Job Offer Guaranteed.

Elite Career Bootcamp. Top Job Offer Guaranteed.

How to create customer repeat rate waterfall analysis

See All Comments - 100% Free

Trending Content - Investment Banking Forum