Sales Tax Analytics
Cohorts give you the power to create custom groupings of sales taxpayers for detailed analysis. Track incentive programs, monitor struggling businesses, or combine related permits, all with real-time aggregated statistics.
When a franchise changes ownership, the permit number changes, but the revenue stream doesn't. When you offer incentives to a group of businesses, tracking their collective performance requires manual spreadsheet work. Cohorts solve these problems automatically.
These challenges cost finance teams hours every month and lead to incomplete analysis.
A business changes ownership or restructures, and suddenly their history is split across multiple permit numbers. You lose continuity in your analysis.
You promised the council a report on how the downtown incentive program is performing. Now you're manually pulling data for 47 different businesses.
Industries and geographic regions are useful, but sometimes you need to answer questions that don't fit neatly into predefined categories.
The Solution
Create custom groupings in seconds. Get aggregated statistics instantly. Answer questions that used to take hours of spreadsheet work.
Select any combination of taxpayers and group them together. Perfect for one-off analysis or ongoing tracking.
See total revenue, growth trends, and payment patterns for your entire cohort just like you can for industries and regions.
Create cohorts based on criteria like "top 50 taxpayers" or "struggling businesses" and watch them update automatically each month.
By the Numbers
Cities using Cohorts report significant improvements in their analytical capabilities.
Time Saved
10+ hrs /month
on incentive tracking
Cohorts Created
300+
across all cities
Query Time
<2 sec
for any grouping
Adoption Rate
94%
of clients
How It Works
From question to answer in under a minute.
Decide what you want to track: an incentive program, a business group, a permit history, or a custom query.
Search by name, permit number, industry, or use our query builder to find taxpayers matching your criteria.
Give it a name and save. Your cohort is now available throughout ZacTax with full statistics.
View aggregated data, monitor trends over time, and include cohort performance in your reports.
Dynamic Cohorts
Dynamic Cohorts automatically update based on criteria you define. Track your top 50 taxpayers, and the list refreshes each month when new data arrives. Monitor struggling businesses, and watch the cohort adjust as situations change.
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Dynamic Cohort configuration screen
What You Get
Cohorts are fully-featured analytical units with the same capabilities as industries and geographic regions.
See total collections, month-over-month changes, and year-over-year trends for your entire cohort.
Include cohort data in any ZacTax report. Export to Excel, include in council presentations, or share via dashboard.
Use Cases
Real examples from finance departments across the country.
Group all businesses receiving tax incentives and track their collective performance against program goals.
When a business changes ownership or restructures, combine all related permits to maintain historical continuity.
Create cohorts for businesses in development zones that don't align with standard geographic boundaries.
Track businesses with declining revenue or payment issues to identify intervention opportunities early.
Group your city's largest employers and monitor their collective economic health.
Create sub-cohorts within industries for more granular analysis than standard industry classifications allow.
Before & After
See how Cohorts transform common analytical tasks.
| Capability | Without Cohorts | With Cohorts |
|---|---|---|
| Track incentive program | Manual | One-click cohort creation |
| Combine permit histories | No | Automatic aggregation |
| Custom taxpayer groupings | Manual | Query builder + saved cohorts |
| Dynamic "top N" lists | No | Auto-updating cohorts |
| Aggregated statistics | Manual | Real-time calculations |
"We have 23 businesses in our downtown incentive program. Before Cohorts, reporting on their collective performance took half a day. Now I create the report in two minutes and spend the rest of my time actually analyzing the data."
Finance Director, Mid-sized Texas City
This city reduced their quarterly incentive reporting time from 4 hours to 15 minutes using Cohorts combined with ZacTax's scheduled reports feature.
Under the Hood
For the data-curious among you.
FAQ
Schedule a demo and we'll show you how Cohorts can transform your sales tax analysis. Bring your toughest data organization challenge—we'll solve it live.
Or call us at 817-725-7241 | Email hey@zactax.com