1---2name: retention-dashboard3description: Use to visualize churn, expansion, and health metrics across cohorts.4---5
6# Retention Dashboard Toolkit Skill
7
8## When to Use
9- Automating retention reviews for CS, lifecycle marketing, or execs.
10- Tracking pilot outcomes for adoption/save plays.
11- Providing drillable dashboards to segment owners.
12
13## Framework
141. **Metric Definitions** – ARR retention, logo retention, expansion %, health scores.
152. **Cohort Dimensions** – plan, persona, region, industry, product, acquisition channel.
163. **Visualization Layout** – summary tiles, cohort heatmaps, waterfall, signal callouts.
174. **Alerting Layer** – thresholds for Slack/email alerts when metrics breach targets.
185. **Annotation Workflow** – capture commentary, actions, and follow-up owners.
19
20## Templates
21- BI dashboard spec (metrics, dimensions, filters, refresh cadence).
22- Weekly retention digest format.
23- Alert template with context + call to action.
24
25## Tips
26- Normalize metrics (e.g., ARR, accounts, seats) to avoid confusion.
27- Tie charts to plays so stakeholders know what to do next.
28- Pair with `activation-map` to log actions triggered by signals.
29
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