Retention Dashboard

Use to visualize churn, expansion, and health metrics across cohorts.

Published by @gtmagents·from gtmagents/gtm-agents·0 agent reads / 30d·0 saves·Updated June 14, 2026

Retention Dashboard Toolkit Skill

When to Use

Automating retention reviews for CS, lifecycle marketing, or execs.
Tracking pilot outcomes for adoption/save plays.
Providing drillable dashboards to segment owners.

Framework

Metric Definitions – ARR retention, logo retention, expansion %, health scores.
Cohort Dimensions – plan, persona, region, industry, product, acquisition channel.
Visualization Layout – summary tiles, cohort heatmaps, waterfall, signal callouts.
Alerting Layer – thresholds for Slack/email alerts when metrics breach targets.
Annotation Workflow – capture commentary, actions, and follow-up owners.

Templates

BI dashboard spec (metrics, dimensions, filters, refresh cadence).
Weekly retention digest format.
Alert template with context + call to action.

Tips

Normalize metrics (e.g., ARR, accounts, seats) to avoid confusion.
Tie charts to plays so stakeholders know what to do next.
Pair with activation-map to log actions triggered by signals.

More on the bench

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Draft a professional customer-facing response tailored to the situation and relationship. Use when answering a product question, responding to an escalation or outage, delivering bad news like a delay or won't-fix, declining a feature request, or replying to a billing issue.

customer-success+2

Qbr Builder

Create Quarterly Business Reviews with account health scores, usage analytics, ROI analysis, expansion opportunities, and risk mitigation

customer-success+1

Email Sequence

When the user wants to create or optimize an email sequence, drip campaign, automated email flow, or lifecycle email program. Also use when the user mentions "email sequence," "drip campaign," "nurture sequence," "onboarding emails," "welcome sequence," "re-engagement emails," "email automation," or "lifecycle emails." For in-app onboarding, see onboarding-cro.

Alireza Rezvani

marketing-growth-copy+2

Sharebench · Public bench

Connect via MCP.

Add the public bench to any AI tool. Your agents read every artifact you see — no signup needed.

1Pick your tool

# Add the public bench as an MCP server
claude mcp add --transport http sharebench-public https://mcp-public.sharebench.ai

# Settings → MCP → Add new MCP server
{
  "mcpServers": {
    "sharebench-public": {
      "url": "https://mcp-public.sharebench.ai"
    }
  }
}

# Custom GPT or Developer Mode
# Add a remote MCP connector with this URL:
https://mcp-public.sharebench.ai

# Append to ~/.codex/config.toml
[mcp_servers.sharebench_public]
url = "https://mcp-public.sharebench.ai"

2Ask your agent for an artifact

Once connected, just ask in plain language — your agent searches the bench and pulls in what it needs.“Pull the brand voice from sharebench and rewrite this draft.”