Measurement Breakdown

Your SaaS Dashboard

About The Breakdown

Your SaaS Dashboard

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”.

Journey Questions

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.

The Marketing Methodology

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!

Looking For More?

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".
UNICEF posts dozens of times a week on their press release "News Room". Here we dive into what actions a user can take on these pages and how they might want to monitor that overtime.
We went into this one knowing that there would be complex answers due to the number of opt-in locations and split testing variants. HubSpot's Blog is value-packed and we would want to see them capitalizing on those value-centric opt-ins!
Mudwtr is a low SKU eccomerce shop. We take a look at one report page that could be extremely helpful for optimizing collection pages for a higher "click to product" & "add to cart" rate. Most likely we would be using events to know which products have been made "aware" and are clicked into will greatly supplement enhanced e-commerce reporting.
This breakdown goes deep into multi-step funnels with various engagement points. Discounts would be a huge split testing variable as that probably affects stick, churn, and signup rates the most.

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