Skip to main content

Create and track cohorts

Draft — 2026-09-26

Drafted from the screen's code on main (kareIntelligence 7455702). Not yet reviewed against a live session. Roles listed are the defaults the app's role matrix (@collabkare/ability 0.12.0) gives this screen's route; your organization's role overrides can change them.

Population → Cohorts saves a named population from a filter and re-measures it after every pipeline run, so you can trend it over time.

Create a cohort​

  1. Compose a filter in Settings & Filters at the top of the page and press Apply — the cohort captures the applied filter.
  2. Enter a name and an optional description, then choose Create cohort. The filter becomes the cohort's definition and cannot be changed afterwards.
  3. The filter summary shows which parts are Applied by mart v1 and which are Stored but NOT applied.

Track it​

  • The list shows each cohort's members, member-months, total paid, PMPM and when it was last computed. A new cohort shows "never measured — the next run will snapshot it".
  • Click a cohort's name to load its Trend: members and total paid across every snapshot.
  • Recompute now queues a run; follow it in Data Trust. New snapshots appear once the run finishes.

How cohorts behave​

  • Every active cohort is re-measured after each pipeline run. A run that fails reconciliation never reaches the snapshotter.
  • A snapshot uses the same services as the Network KPIs and Cost pages, so the numbers agree.
  • A cohort that measures to zero is stored as zero. A cohort that could not be measured is skipped, so the trend shows a gap, not an invented point.
  • Ticking a cohort's Archived box keeps the cohort and its history but stops recomputing it (tick Show archived to list archived cohorts). Delete removes its snapshots too.
  • Cohorts are visible to everyone in your organization.