Activation funnel report

Weekly automated activation funnel report. AI computes step-by-step conversion from signup to activation and flags every drop > 5%.

Use this template How automations work

Runs weekly Scheduled Delivered to Slack, Email

Active

Trigger

Runs weekly

Instructions

Generate a weekly activation funnel report.

Delivery

Slack · Email

Example output

A realistic sample of what this automation delivers — your version draws on your data.

Activation funnel report Runs weekly · Sent to Slack, Email

Sample output

Step conversion, past 14 days

Completed Dropped

Funnel snapshot — past 14 days

Signup → email verified: 84% (baseline 86%, -2 pts)
Email verified → first data source connected: 62% (baseline 58%, +4 pts)
First data source → first automation created: 41% (baseline 47%, -6 pts)
First automation → invite a teammate: 33% (baseline 31%)
Invite teammate → first paid event: 18% (baseline 19%)

Biggest drop-off. First data source → first automation is the weakest step and has regressed -6 pts week-over-week, driven by a 14% drop in users who finish the source picker.

Time between steps. Median time from verify to first source is 4 minutes (steady). Source → automation is 38 minutes, up from 22 — users are dropping off mid-flow.

Channel cut. Organic SEO activates at 47%, vs. 41% blended. Reddit ads are activating at 29% — worst since we started running them.

Recommended fix. Restore the source-picker autoselect for single-source workspaces. That’s where the 14% drop happened.

The prompt

Copy, paste, customize.

Drop this into a Basedash automation. AI fills in the numbers from every source you've connected.

Instructions

Generate a weekly activation funnel report.

Define the funnel steps: signup → email verified → first <core action> → second <core action> → first invite → first paid event.

For users who signed up in the past 14 days:

**Step conversion.** Percent who completed each step. Compare to the 90-day baseline.

**Time between steps.** Median time to move from each step to the next.

**Drop-off.** Biggest week-over-week regressions, with absolute counts.

**Channel cut.** Conversion by acquisition source. Highlight channels with > 1.3× lift over the average.

**Cohort comparison.** This week's activation rate vs. the cohort 4 weeks ago.

Close with the single highest-leverage fix.

Data sources

Powered by these sources.

Basedash automations read across every connected source in a single run. These are the ones this template tends to use most.

Frequently asked questions

What is an activation funnel?

An activation funnel maps the steps a user takes from signup to first meaningful product value. Each step has a conversion rate and a median time between steps; the funnel is healthy when both improve over time.

How do you find your activation event?

It's the smallest action that strongly predicts long-term retention. Common candidates: connecting a data source, inviting a teammate, creating the first artifact. Cohort analysis tells you which event correlates most with week-4 retention.

Keep going

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