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Profitwell SaaS Retention Dashboard for Decision-makers

Template created by Databox Databox
Stay on top of your SaaS performance with the SaaS Retention Dashboard template. This interactive dashboard is the perfect fit for SaaS, B2Bs, and business owners. It displays key retention metrics from ProfitWell, such as customer retention Rate, Revenue Churn Rate, Churned, Upgraded Recurring Revenue... and more, enabling you to monitor performance, analyze data, and make informed decisions about your retention strategy.

Uses one-click integrations:

  • ProfitWell ProfitWell

If you don’t use ProfitWell, you can pull data from any of our 100+ one-click, native integrations or from spreadsheets, databases and other APIs.

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What you’ll learn from this SaaS Retention Dashboard for Decision-makers - Profitwell Dashboard Template

Get quick updates on your revenue reporting KPIs without hassle. Connect your Profitwell account and learn:

  • How do you track your upgrade monthly recurring revenue?

    • Keep an eye on the amount of additional revenue generated from subscriptions that move from existing pricing plans to higher plans over a specific month. This will help you understand the value of additional offers and features to your customers

  • How do you keep track of your churned MRR? For a SaaS company churned MRR is one of the biggest issues. Monitoring this metric can help you understand and forecast your business growth better. Also you will know when it is time to take action to reduce the churn if possible.
  • How many customers do you retain month over month? Keep track of your customer retention rate anytime, anywhere.Compare this data to the same time period in the previous week/month/year. Are you retaining enough customers to maintain your MRR?

Pull additional data using our deep integration with Profitwell 

What other campaign metrics can you track and visualize with our Profitwell integration? Among others:

  • Cash flow & Cash balance
  • Accounts receivable and payable
  • Consolidated net income
  • Net sales
  • Gross profit margin
  • Top customers, vendors and products

There are many different metrics and metric combinations you can track using Profitwell integration. And in Databox, you can quickly visualize your most important financial metrics in various ways to help you create consolidated reports.

Read more about Databox’s Profitwell integration.

ProfitWell ProfitWell metrics included in this template
  • Customers Retention Rate

    Customer retention rate is the percentage of customers that return and continue to do business with a company. It is a measure of customer loyalty and satisfaction.

  • Revenue Retention Rate

    Revenue Retention Rate measures how much recurring revenue you retain from existing customers over a period of time, after accounting for churn and upgrades/downgrades.

  • Expansion MRR Rate

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Explore all of Databox’s functionalities:

Customize this dashboard with Databox

Sometimes, you’ll want to dive deeper into performance. When you need to customize this template (or any other dashboard) to include different metrics, add metrics from different sources, etc., you can do so by using Databox’s Dashboard Designer.

The Designer allows you to easily drag-and-drop metrics and visualizations from any data source right into your dashboard.

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