31 lines
1.1 KiB
Markdown
31 lines
1.1 KiB
Markdown
---
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name: retention-dashboard
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description: Use to visualize churn, expansion, and health metrics across cohorts.
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---
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# Retention Dashboard Toolkit Skill
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## When to Use
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- Automating retention reviews for CS, lifecycle marketing, or execs.
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- Tracking pilot outcomes for adoption/save plays.
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- Providing drillable dashboards to segment owners.
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## Framework
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1. **Metric Definitions** – ARR retention, logo retention, expansion %, health scores.
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2. **Cohort Dimensions** – plan, persona, region, industry, product, acquisition channel.
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3. **Visualization Layout** – summary tiles, cohort heatmaps, waterfall, signal callouts.
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4. **Alerting Layer** – thresholds for Slack/email alerts when metrics breach targets.
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5. **Annotation Workflow** – capture commentary, actions, and follow-up owners.
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## Templates
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- BI dashboard spec (metrics, dimensions, filters, refresh cadence).
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- Weekly retention digest format.
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- Alert template with context + call to action.
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## Tips
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- Normalize metrics (e.g., ARR, accounts, seats) to avoid confusion.
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- Tie charts to plays so stakeholders know what to do next.
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- Pair with `activation-map` to log actions triggered by signals.
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---
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