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Account engagement score trend

Scores each account on how many of its users are active and how much they do, weekly, so you can see which accounts are pulling away and which are going quiet.

Account expansion funnel

Tracks how many customers go from viewing pricing to clicking upgrade, starting checkout and landing on a higher plan, and how long each step takes.

Account health and churn risk

Answers which accounts need attention this week and whether the customer base is healthy, using engagement scores, retention, net revenue retention and NPS.

Accounts at risk

Counts the accounts whose usage has dropped far enough to be a churn risk, tracks that count weekly, and puts a dollar figure on the revenue attached to them.

Activated and paying

Counts only the signups who both use the product habitually and pay for it, so your activation number cannot flatter you.

Activation funnel with velocity

Shows where new users drop out of activation and, just as important, where they stall, with median and 75th percentile timings for every step.

Active versus passive users

Splits your users into producers, consumers, lurkers and inactive each week, so you can see how much of your base is actually doing something.

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Analytics foundation

Sets up your core analytics in one pass: the key metric, conversion, cohort and user flow reports, then an executive dashboard that pulls the headline numbers together.

Average order value trend

Tracks average order value weekly and splits the movement into how many items people buy versus what they pay per item, for new and returning customers.

Browse to buy retention

Measures how long first time visitors take to place an order, by acquisition source, so you can tell fast converting channels from slow ones.

Browse to purchase funnel

Shows how many shoppers move from a category page to a product page, cart, checkout and a completed order, and where you lose them on each device.

Campaign performance leaderboard

Ranks every email and SMS campaign of the last 90 days by revenue, with sends, opens, clicks, conversions, open rate, click rate and revenue per send.

Cart abandonment rate

Shows what share of shoppers who add to cart never order, week by week and by device, against the 70% industry line.

Category performance

Shows revenue and units by product category for the last 30 days, against both the previous month and the same month last year.

Checkout friction

Shows which checkout step loses you orders, how long shoppers sit on each one, and where mobile is worse than desktop.

Cohort LTV by acquisition channel

Shows which acquisition channels bring customers who keep buying, by tracking cumulative revenue per cohort over 12 months against repeat-purchase rate and time to second order.

Customer lifecycle distribution

Shows how your customers are spread across the six lifecycle stages today, how much revenue sits in each, and who moved between stages in the last month.

Customer lifecycle overview

Answers where your customers sit across the six lifecycle stages, how many moved stage this month, and which acquisition cohorts produce the highest lifetime value.

Segments

Customers by acquisition channel

Customers grouped by the channel that brought them in, so you can compare how well each channel's buyers stick around.

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Daily, weekly and monthly stickiness

Shows daily, weekly and monthly active users together with the ratios between them, the standard read on how habitual your product is.

Deal velocity by stage

Shows how long deals sit in each sales stage and which stage is the bottleneck, with won deals set against lost ones.

Deals to work this week

Answers which open deals need attention now, flagging the ones that have stalled and the ones where only a single contact is engaged.

Discount impact on order value

Shows whether your discount codes actually grow the basket or just hand money away, code by code.

Ecommerce lifecycle and retention

Answers how shoppers move between lifecycle stages, when they reorder, and whether your discount codes are adding revenue or eating into it.

Ecommerce revenue overview

Answers how much you are making, which channels and categories it comes from, and whether the trend is holding.

Email and SMS campaign results

Ranks every email and SMS send by the revenue it produced, so you can see which subject lines, offers and content earn their place.

Email to purchase

Shows how many people who open an email go on to click, view a product and buy, and which campaigns actually earn revenue.

Exit paths before cancellation

Shows what people do after they land on your cancel page, and which of those paths end in a save rather than a cancellation.

Expansion revenue trend

Shows how much new revenue comes from existing customers upgrading or adding seats each month, and how that compares with revenue from new customers.

Feature adoption by plan

Shows which features each plan tier actually uses, as a share of that tier's active users, and whether adoption is rising or falling.

Feature discovery to adoption

Shows how many people who find a feature go on to try it, use it repeatedly, and make it a habit.

Feature to paywall conversion

Shows which features push free users to look at pricing and actually pay, so you know what is worth putting behind the paywall.

Feature usage by signup cohort

Shows whether newer signups adopt each feature as well as older ones did, which is how you catch an onboarding change that quietly broke something.

First purchase LTV curve

Shows cumulative revenue per customer for each monthly cohort as it ages, so you can see which acquisition months and channels pay back.

First session paths after signup

Shows what new users actually do in their first 24 hours and how far that is from the onboarding you designed.

Forecast versus quota

Puts closed revenue, weighted forecast and quota target side by side, with pipeline coverage and what is likely to close in the next 30 days.

Free to paid conversion

Shows how many trials go on to view pricing, start checkout and pay, and which plan loses people at which step.

Free users worth calling

Answers which free users are showing buying intent and which features push them toward paid, so sales knows who to reach out to.

Fulfillment, returns and refunds

Answers whether orders are shipping on time and where quality problems are hiding, by tracking fulfillment rate, returns and refunds down to the product.

Funnel drop off by source

Runs the same acquisition to retention funnel separately for each traffic source, so you can see which channels bring people who actually stick.

GTM health and revenue leakage

Answers where the go-to-market machine leaks over a trailing 90 days, by source and cohort rather than by rep, so you can move spend and fix process.

High value versus low value paths

Puts the journeys of big spenders next to the journeys of small spenders and non buyers, and names the steps that only show up on the profitable side.

Lead qualification funnel

Shows how leads move through MQL, SQL, demo and closed won, where they stall, and how long the whole cycle takes.

Lead to customer

Shows how many demo requests turn into booked meetings, completed demos, proposals and closed deals, and which lead sources actually convert.

Monday morning scorecard

The one page to read before the Monday team meeting: new customers, churn, revenue, retention and engagement, each against last week and last year.

Monthly logo retention

Shows what share of your customers were still subscribed at the end of each month, as a monthly rate and a smoother 3 month average.

Monthly recurring revenue trend

Shows recurring revenue by plan over the last 12 months, with the month on month change and how each month compares with the same month last year.

MRR movement waterfall

Breaks each month's recurring revenue change into new, expansion, contraction, churn and reactivation, so you can see what is really driving growth.

Net revenue retention by cohort

Tracks what each monthly cohort of paying customers is worth over time once upgrades, downgrades, churn and reactivations are all counted.

NPS tracking

Tracks your Net Promoter Score month by month with the promoter, passive and detractor split behind it.

Order status flow

Shows daily order volume alongside how many get fulfilled, refunded or cancelled, and the rate for each.

Paid user retention

Shows whether paying customers keep logging in and keep paying, tracked separately, month by month and by plan.

Paths after first payment

Shows what new paying customers do in their first week, and how many pay and then vanish.

Paths around a key feature

Shows what leads people to your most valuable feature and what they do straight after using it.

Paths before a support ticket

Shows what people were doing in the product just before they raised a ticket, and which page they gave up on.

Paths from a product page

Shows what shoppers do after landing on a product page: add to cart, keep browsing, search again, or leave.

Payment recovery funnel

Shows how much failed payment revenue you get back, which retry attempt recovers it, and how much is still at risk.

Plan tier mix shift

Shows how revenue and customer count are spread across plans over time, and whether the business is drifting up market or down.

Power user concentration

Shows how much of your total activity comes from the top 1%, 5% and 10% of users, and how much comes from everyone else.

Pre churn behaviour signals

Shows what customers do in the month before they cancel, and which of those actions are genuinely unusual compared with customers who stay.

Product engagement and adoption

Answers whether the product is getting more or less engaging, which features people keep coming back to, and how users say they feel about it.

Product qualified lead leaderboard

Ranks the free users showing the strongest buying signals, with a score and contact details, so sales knows who to call first.

Quota attainment by rep

Ranks each rep on how much of their quota they closed, with pipeline coverage and a rolling 12 month view so one bad quarter does not read as a trend.

Refund rate by product

Shows which products get refunded most often and which ones are getting worse, over the last 90 days.

Rep activity and coaching

Answers which reps need coaching and what separates the top performers, by setting call, email and meeting volume against the revenue it produced.

Rep activity leaderboard

Shows what each rep actually did last month, calls, emails, meetings and tasks, next to the revenue they closed.

Repeat purchase retention

Shows what share of first time buyers come back to buy again, by month and by the category they bought first.

Retention lift from a feature

Compares how long users stay when they adopt a given feature in their first week against users who never touch it.

Return rate by category

Shows which product categories get returned most, and which ones have got worse since last quarter.

Revenue by acquisition channel

Shows which channels brought in revenue over the last 30 days, each channel's share, and how the mix has shifted since last year.

Revenue by marketing channel

Answers where revenue comes from across paid, organic, email and search. Return on ad spend and cost per acquisition need an ad-spend integration and are not included.

SaaS growth command center

Answers whether you are growing and whether the growth is healthy, on one canvas: weekly actives, MRR, trial conversion, activation, retention and feature adoption.

Search to purchase

Shows how many on site searches lead to a click, a cart and an order, and compares that with shoppers who just browse.

Signup to activation

Shows how many new signups come back, use the core feature and activate within two weeks, and which signup source produces the best ones.

Subscription revenue health

Answers whether subscription revenue is compounding or eroding each month and where the leakage is: MRR movement, churn cohorts, failed payments and NRR.

Support volume versus churn

Puts weekly ticket volume next to cancellations to show whether support spikes tend to come before churn, and by how long.

Time to first value

Shows how long new users take to reach their first activation goal, so you can tell whether onboarding works in minutes or in days.

Time to second purchase

Shows how long repeat buyers wait before ordering again, which is the number you set replenishment reminders against.

Time to ship

Shows how long orders take to ship, bucketed from same day out past two weeks, with median, 75th and 95th percentile callouts.

Trial activation funnel

Shows how far trial users get through setup and core feature use before the trial ends, and which sources bring trials that activate.

Trial to paid conversion rate

Shows what share of trials turn into paying customers each week, by signup source, against the 18% industry median.

Weekly active users

Shows weekly active users next to monthly, and the ratio between them, which tells you whether growth is real engagement or just signups.

Weekly business review

One scorecard with the six numbers to look at every Monday: new signups, new paying customers, churn, revenue, net new customers and engagement.

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Weekly business review pack

Builds the weekly scorecard, writes the narrative on what moved and why, and posts both to Slack on the cadence you pick.

Weekly user retention

Shows what share of each week's signups are still coming back at weeks 1, 4 and 12, and which acquisition sources hold up best.

What users actually do

Answers where real user journeys diverge from the one you designed, across the first session, feature use, support and the weeks before churn.

Will we hit the number

Answers whether the period will close on target and where the risk sits: pipeline coverage, weighted forecast, quota attainment per rep, and past forecast accuracy.

Win loss analysis

Breaks closed deals into won and lost by lead source, deal size and the stage they died at, so the pattern is visible.

Win rate trend

Tracks win rate month by month with a 90 day rolling line, so you can see the direction without the noise of a single month.