SKILL

Retention Dashboard

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

Published by @gtmagents·0 agent reads / 30d·0 saves·

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

  1. Metric Definitions – ARR retention, logo retention, expansion %, health scores.
  2. Cohort Dimensions – plan, persona, region, industry, product, acquisition channel.
  3. Visualization Layout – summary tiles, cohort heatmaps, waterfall, signal callouts.
  4. Alerting Layer – thresholds for Slack/email alerts when metrics breach targets.
  5. 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.

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