Retention dashboard
Quick answer
- 01What is it?
- When to Use Automating retention reviews for CS, lifecycle marketing, or execs. Its edge is a particular angle on marketing analytics, giving the agent tighter constraints than a plain retention dashboard request.
- 02Inputs
- Context for marketing analytics: your goals, audience, constraints, and any source material the skill asks for.
- 03Output
- A ready-to-use result for marketing analytics: the analysis, copy, or recommendations the agent produces.
Add this skill
Paste-ready
Install as a package
Installs this one skill package for your coding agent, including any supporting files that skill ships with — not every skill in the repository. Read the tutorial.
Terminal
$ npx skills add gtmagents/gtm-agents --skill retention-dashboardUse in Profound
Copy this file into a new Profound Skill. That's it, nothing else to install.
Copy and create in ProfoundSKILL.md
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.
Common questions
How do I install Retention dashboard in Cursor, Claude Code, or Codex?
Run npx skills add gtmagents/gtm-agents --skill retention-dashboard in the project where you want it, then ask your agent for the skill by name. The --skill flag installs only Retention dashboard, not every skill in the repository.
Where does Retention dashboard come from and what license is it under?
Retention dashboard comes from the gtmagents/gtm-agents repository on GitHub. That repository has 297 GitHub stars. The skill is published under the Apache-2.0 license.
Prefer plain text? Read the Retention dashboard guide as markdown.
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