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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