retention-dashboard
Use to visualize churn, expansion, and health metrics across cohorts.
When & Why to Use This Skill
The Retention Dashboard Toolkit is a specialized Claude skill designed to automate the visualization and analysis of key SaaS growth metrics. It provides a structured framework for tracking churn, expansion, and customer health across diverse cohorts, enabling data-driven decision-making for Customer Success, marketing, and executive teams through professional-grade reporting and alerting.
Use Cases
- Automated Executive Reporting: Streamlining weekly or monthly retention reviews for leadership with clear, drillable visual data.
- Customer Success Strategy: Tracking pilot outcomes and adoption rates to identify at-risk accounts and prioritize 'save' plays.
- Segmented Performance Analysis: Analyzing cohort behavior by region, industry, or product persona to uncover specific churn drivers.
- Proactive Metric Alerting: Establishing automated notification thresholds to trigger immediate action when health scores or retention targets are breached.
| 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
- 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.