A "real" example of a dashboard that provides actions. Not just pretty numbers displayed in an organized format. Here we are linking in data from your CRM, Payment Processor, & Google Analytics to tell a wholistic story of "How are we doing".
Your SaaS Dashboard
Your SaaS Dashboard
Every SaaS Company has to worry about three things.
1. How are we acquiring new users?
2. How are we monetizing users?
3. How are we losing users?
If you can answer those questions you will know what to fix. The only problem is that those questions require pulling different data from a variety of platforms depending on how the platform was built. Most likely your CRM, Google Analytics, & Payment processor will manage each of those questions independently. Here we blended all answers into three dashboards.
Your actions will be directly tied to your expectations. You must have a hypothesis (ex. I expect 10% of free accounts to convert to paid accounts) then report against that. If it is not working, then fix it.
SaaS companies are full of testing & iterations. This simple dashboard gives you the user mindset at each step from Impression > Convert. Now it is up to the marketing team to take an action to move the company where they want to go!
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