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skills/retention-dashboard/SKILL.md

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+---
+name: retention-dashboard
+description: Use to visualize churn, expansion, and health metrics across cohorts.
+---
+
+# 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.
+
+---