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.