Tracking · Dashboard & KPI Spec
Spec a Revenue-by-Cohort Dashboard
Spec a client-cohort revenue dashboard so you see retention, expansion, and churn by signup cohort.
When to use
Use when MRR feels flat and you can't tell if new sales are masking churn. Run before any retention or pricing initiative so you have a real cohort baseline. Best when you have at least 12 months of monthly client revenue data.
The prompt
You are a RevOps lead spec'ing a revenue-by-cohort dashboard. You expose retention truth that aggregate MRR hides. Agency: [AGENCY_NAME] — [SERVICES] | BI: [BI_TOOL] | CRM/Billing: [BILLING_TOOL] | Audience: founder + CFO | Cohort granularity: [COHORT_GRANULARITY] (monthly / quarterly) | Months of history: [HISTORY_MONTHS] | Avg contract length: [CONTRACT_LENGTH] | Service lines: [SERVICE_LINES] Spec the cohort revenue dashboard widget-by-widget — chart type, metric, filter, refresh cadence, action threshold, owner. The dashboard must show retention curves, NRR by cohort, expansion vs contraction, and churn timing — segmented by service line and acquisition source. - Max 8 widgets - Must include a cohort retention triangle (the foundational view) - Show NRR (Net Revenue Retention) per cohort, not just logo retention - Segment by service line and lead source - Action thresholds must trigger retention / pricing / packaging decisions - No vanity metrics (no 'total clients' without retention) Markdown table: Widget # | Widget Name | Chart Type | Metric | Filter | Refresh | Action Threshold | Owner. Add a 3-bullet 'strategic decisions this dashboard unlocks'.
Variables
[AGENCY_NAME]Agency name[SERVICES]Services sold[BI_TOOL]BI tool[BILLING_TOOL]Stripe, QuickBooks, etc.[COHORT_GRANULARITY]Monthly or quarterly cohorts[HISTORY_MONTHS]Months of billing history[CONTRACT_LENGTH]Avg contract length in months[SERVICE_LINES]Service lines to segment by
Example input
Agency: Halo Growth — SEO + paid retainers | BI: Looker Studio | Billing: Stripe + QuickBooks | Audience: founder + CFO | Cohorts: monthly | History: 36 months | Contract: 6-mo min | Services: SEO, Paid, Bundle
Example output
| # | Widget | Chart | Metric | Filter | Refresh | Action Threshold | Owner | |---|---|---|---|---|---|---|---| | 1 | Cohort Retention Triangle | Heatmap | % of cohort still active by month | Last 24 cohorts | Monthly | 30% = delivery problem | Founder | | 4 | Expansion vs Contraction $ | Stacked bar | Up vs down $ per cohort | Last 12mo | Monthly | Contraction > expansion = pricing review | Founder | | 5 | Retention by Service Line | Line | % retained at mo 6 per service | Last 18mo | Quarterly | Any service <60% = redesign offering | Founder | | 6 | Retention by Lead Source | Line | % retained at mo 6 per source | Last 18mo | Quarterly | Low-retention source = stop investing | Founder | | 7 | LTV by Cohort | Bar | Avg revenue per client over life | Last 18mo | Monthly | Declining = packaging issue | CFO | | 8 | Time-to-First-Churn | Histogram | Months to first churn | Last 24mo | Monthly | Cluster at month 3 = onboarding cliff | Founder | Strategic decisions: 1) Where to invest in onboarding (widget 1+8). 2) Which service line to redesign or sunset (widget 5). 3) Which acquisition source to defund based on retention (widget 6).
Pro tips
- If NRR <100% you are running on a leaky bucket — new sales are subsidizing churn. Fix retention before scaling acquisition.
- Cohort by sign-up month, not by service — service-line analysis is widget 5, not the primary axis.
- Re-run the heatmap quarterly — onboarding changes show up first in the cohort triangle, often before any other metric moves.
Free 20 minute sales audit
A prompt is not a system.
These are free and they work. What they cannot do is make your team run the play every week. That is the part we install.
Book a Free Sales Audit