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-mapto log actions triggered by signals.