RevOpsAccount · Health · Churn

Retention Dashboard

Use to visualize churn, expansion, and health metrics across cohorts.

by GTM Agents·Apache-2.0·230 on GitHub·updated 2026-04-03
claude plugin marketplace add gtmagents/gtm-agents

What this skill does

  1. 1Defines metric standards for ARR retention, logo retention, expansion rate, and health scores.
  2. 2Structures cohort dimensions including plan, persona, region, industry, product, and acquisition channel.
  3. 3Designs dashboard layouts with summary tiles, cohort heatmaps, waterfall charts, and signal callouts.
  4. 4Configures alerting thresholds that trigger Slack or email notifications when metrics breach targets.
  5. 5Builds an annotation workflow capturing commentary, triggered actions, and follow-up owners.

When to use

  • Automating retention reviews for CS teams, lifecycle marketing, or executive reporting.
  • Tracking adoption and outcome metrics for a pilot, save play, or expansion program.
  • Providing drillable dashboards to segment owners who need to act on churn signals.
  • Linking dashboard metrics to specific plays so stakeholders know the next action to take.

Tools used

Slack· Productivity

Best for

Revenue OperationsCustomer Success Manager

Format

FrameworkTemplateWorkflowTracker

Frequently asked questions

What is Retention Dashboard?

Retention Dashboard is a Claude Code skill for revops by GTM Agents. Use to visualize churn, expansion, and health metrics across cohorts.

When should I use Retention Dashboard?

Automating retention reviews for CS teams, lifecycle marketing, or executive reporting. Tracking adoption and outcome metrics for a pilot, save play, or expansion program.

How do I install Retention Dashboard?

Run the install command (claude plugin marketplace add gtmagents/gtm-agents). Once the skill is in place, Claude Code loads it automatically whenever a task matches what it does.

Is Retention Dashboard free to use?

Yes. Retention Dashboard is open source under the Apache-2.0 license, published in the gtmagents/gtm-agents repository on GitHub.

Source repository

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