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retention-dashboard skill

/plugins/customer-analytics/skills/retention-dashboard

This skill helps you automate retention reviews and visualize cohort health metrics with drillable dashboards and alerting.

npx playbooks add skill gtmagents/gtm-agents --skill retention-dashboard

Review the files below or copy the command above to add this skill to your agents.

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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.

---

Overview

This skill builds a production-ready retention dashboard to visualize churn, expansion, and account health across cohorts. It combines metric definitions, cohort dimensions, and alerting to make retention signals actionable for CS, marketing, and revenue teams. The output is a drillable dashboard spec plus templates for digests and alerts.

How this skill works

The skill standardizes retention metrics (ARR retention, logo retention, expansion%) and maps them to cohort dimensions like plan, persona, region, and acquisition channel. It generates visualization layouts—summary tiles, cohort heatmaps, waterfalls—and attaches alert rules and annotation workflows. Templates for BI specs, weekly digests, and alert messages are produced so teams can deploy dashboards and operationalize responses.

When to use it

  • Automating regular retention reviews for customer success and executive reports
  • Tracking pilot outcomes and adoption or save plays across cohorts
  • Creating drillable dashboards for segment owners to investigate changes
  • Setting up automated alerts when retention or expansion metrics breach targets
  • Aligning plays and follow-ups with metric signals and annotations

Best practices

  • Normalize units (ARR, accounts, seats) and document primary metric to avoid confusion
  • Define clear cohort dimensions and keep them consistent across reports
  • Tie dashboard charts directly to recommended plays or actions for stakeholders
  • Use an annotation workflow to capture context, decisions, and owners for each signal
  • Set conservative alert thresholds and include contextual filters in alert payloads

Example use cases

  • Weekly executive retention digest summarizing ARR retention and expansion by region
  • CS playbook: identify rising churn risk cohorts with heatmap and trigger save plays
  • Marketing/lifecycle: measure pilot conversions and expansion after onboarding campaigns
  • Revenue ops: monitor cohort waterfalls to validate pricing or packaging changes
  • Automation: send Slack alerts with chart context and a link to the cohort drill

FAQ

What metrics should I prioritize first?

Start with ARR retention and logo retention plus expansion%; pick one primary metric that maps to business goals and normalize units across all charts.

How do alerts avoid noise?

Use cohort-level thresholds, require sustained breaches over multiple periods, and include filters so alerts only trigger for material segments or material ARR amounts.