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Sales

SaaS Growth Starter

Industry
SaaS / Subscription
Best for
Series A-B B2B SaaS founders, Heads of Growth, RevOps leads.
When to use
Monthly board reviews and weekly growth syncs.
Key KPIs
MRRMonthly ChurnNRRLTV / CAC
Marketing

E-commerce Performance Starter

Industry
E-commerce / Retail
Best for
D2C and multi-brand retail operators, Heads of E-commerce, growth analysts.
When to use
Daily ops review, weekly merch and channel pacing.
Key KPIs
GMVAOVConversion RateRepeat Purchase Rate
Marketing

Marketing Campaigns Starter

Industry
Marketing / Paid Media
Best for
CMOs, Heads of Performance Marketing, paid media leads.
When to use
Weekly marketing standup and monthly budget reviews.
Key KPIs
ROASCACSpendConversions
Custom

Customer Support Starter

Industry
Customer Support / CX
Best for
Heads of CX / Support Operations, team leads.
When to use
Daily ops review and weekly team-lead standup.
Key KPIs
CSATFirst Response TimeTickets / DayResolution Rate
Finance

Fintech / Payments Starter

Industry
Fintech / Payments
Best for
Payments operations leads, risk analysts, fintech product managers.
When to use
Daily payments ops review and weekly risk syncs.
Key KPIs
TPVTake RateAuth RateFraud Rate
Product

Product Engagement Starter

Industry
Product Analytics
Best for
PMs, growth analysts, head of product.
When to use
Weekly product reviews and cohort-quality readouts.
Key KPIs
DAUMAUStickinessD7 Retention
Sales

B2B Sales Pipeline Starter

Industry
B2B Sales
Best for
VP Sales, RevOps, sales managers.
When to use
Weekly pipeline reviews and quarterly forecast calls.
Key KPIs
Pipeline CreatedWin RateClosed-WonDeal Velocity
Marketing

Mobile UA Starter

Industry
User Acquisition / Mobile
Best for
UA managers, growth marketers, mobile PMs.
When to use
Weekly channel performance and creative-rotation reviews.
Key KPIs
InstallsCPIROASD7 Retention
Finance

CFO Overview Starter

Industry
Finance / FP&A
Best for
CFOs, FP&A leads, finance business partners.
When to use
Monthly exec finance reviews and board-prep cycles.
Key KPIs
RevenueEBITDABurn RateRunway
HR

People Analytics Starter

Industry
HR / People Ops
Best for
CHROs, talent acquisition leads, people operations.
When to use
Monthly talent-health reviews and recruiting capacity planning.
Key KPIs
HeadcountAttrition RateTime to FillOffer Acceptance
Sales

Subscription Retention Starter

Industry
Subscription / Consumer
Best for
Growth analysts, retention PMs, subscription businesses.
When to use
Monthly retention reviews and expansion-revenue planning.
Key KPIs
Active SubscribersChurn RateNRRLTV