Trial-to-paid conversion by signup source
24.7%+15%(21.5%)
Referral18.4%+14%(16.1%)
Organic9.2%-13%(10.6%)
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Chat/Trial-to-paid by signup source···
Which signup sources convert trials to paid most efficiently this quarter? Compare weekly conversion rates across the top three channels.
26 steps
Referral trials convert at 24.7% this quarter — the highest of any source and up 15% from last quarter. Organic search has been climbing steadily and now sits at 18.4%, while paid ads has slipped to 9.2% as new spend chases lower-intent traffic.
The widening gap between referral and paid suggests the team should rebalance acquisition spend toward referral incentives heading into Q3.
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ProductWhich features correlate most with conversion to paid?ProductWhich product areas are slowing users down (timeouts, latency, error-prone steps)?OperationsSurface users who recently hit errors or experienced slow response times.MarketingWhat should be on a performance dashboard for our account managers?MarketingAre we seeing a drop in lead volume year over year? Which months and segments are down?MarketingWhat is our CAC?OperationsWhich tickets are trending by category and time to resolution?EngineeringHow many auth configs or connected accounts exist for provider X?Data & AnalyticsBuild a quick-start KPI dashboard with filters and best-practice layout.SalesWhich organizations that have not converted to paid are the most active?MarketingShow campaigns with delivery errors that still spent in the last 24 hours.Data & AnalyticsIdentify top entities (e.g., products, practices, segments) by net earnings or volume.EngineeringWhich services or endpoints have the highest error rates this week?MarketingWhat is our blended cost per lead and cost per acquisition by channel?Data & AnalyticsShow me revenue and subscription growth.EngineeringMake table links open detailed views in our admin tool.Data & AnalyticsBreak down counts by type (categories, forms, service items) and show percentages.SalesWhich accounts are a churn risk?SalesWhat should a sales-facing dashboard include for quick qualification and follow-up?SalesList all workspaces with an upcoming renewal in the next month.EngineeringWhich SDK versions or app versions are most error-prone?MarketingList Google Ads campaigns and show CPC trends for each.OperationsGive me a table of all new users with their signup source/medium.Data & AnalyticsPull IDs or names for items matching a keyword across connected sources.ProductShow onboarding conversion rate compared to last month.ProductWhich features correlate most with conversion to paid?ProductWhich product areas are slowing users down (timeouts, latency, error-prone steps)?OperationsSurface users who recently hit errors or experienced slow response times.MarketingWhat should be on a performance dashboard for our account managers?MarketingAre we seeing a drop in lead volume year over year? Which months and segments are down?MarketingWhat is our CAC?OperationsWhich tickets are trending by category and time to resolution?EngineeringHow many auth configs or connected accounts exist for provider X?Data & AnalyticsBuild a quick-start KPI dashboard with filters and best-practice layout.SalesWhich organizations that have not converted to paid are the most active?MarketingShow campaigns with delivery errors that still spent in the last 24 hours.Data & AnalyticsIdentify top entities (e.g., products, practices, segments) by net earnings or volume.EngineeringWhich services or endpoints have the highest error rates this week?MarketingWhat is our blended cost per lead and cost per acquisition by channel?Data & AnalyticsShow me revenue and subscription growth.EngineeringMake table links open detailed views in our admin tool.Data & AnalyticsBreak down counts by type (categories, forms, service items) and show percentages.SalesWhich accounts are a churn risk?SalesWhat should a sales-facing dashboard include for quick qualification and follow-up?SalesList all workspaces with an upcoming renewal in the next month.EngineeringWhich SDK versions or app versions are most error-prone?MarketingList Google Ads campaigns and show CPC trends for each.OperationsGive me a table of all new users with their signup source/medium.Data & AnalyticsPull IDs or names for items matching a keyword across connected sources.ProductShow onboarding conversion rate compared to last month.
MarketingHow many deals or opportunities are in our current campaign from a specific region?OperationsFilter paid organizations and show their current usage details.MarketingWhich campaigns or channels drove the most leads and conversions this month?SalesWhich opportunities are stuck beyond the expected stage duration?EngineeringFetch IDs created in a given month for a specific provider or integration.EngineeringFind domains or metadata for a list of organizations from builder records.MarketingWhich categories or segments contributed the most revenue or transactions?OperationsWhich customers have open issues tied to performance or reliability?SalesHow many leads are currently close to closing?EngineeringShow recent error logs and users impacted in the last week.MarketingWhich geographies are performing best this quarter by pipeline and closed-won?EngineeringWhat are the most common errors this month, and what endpoints are causing them?Data & AnalyticsTrend key KPIs over time and flag abnormal spikes.OperationsShow customers with at least two visits or repeat usage in the last month.Data & AnalyticsHow many records/jobs/tasks were created or submitted in a given timeframe?ProductAre there any features we added recently that increased engagement?ProductDid anything else spike when a specific feature usage increased?SalesWhat accounts had the largest expansions this quarter?ProductShow retention by cohort and first-usage month.ProductWhat is our WAU/MAU and how is it trending?OperationsWhich customers are running into more bugs recently?SalesWhich accounts are likely to expand based on recent product activity?ProductIdentify the magic moment that predicts long-term engagement.ProductWhich cohorts have the highest week-8 retention?SalesWho are the most engaged accounts in the last 14 days?MarketingHow many deals or opportunities are in our current campaign from a specific region?OperationsFilter paid organizations and show their current usage details.MarketingWhich campaigns or channels drove the most leads and conversions this month?SalesWhich opportunities are stuck beyond the expected stage duration?EngineeringFetch IDs created in a given month for a specific provider or integration.EngineeringFind domains or metadata for a list of organizations from builder records.MarketingWhich categories or segments contributed the most revenue or transactions?OperationsWhich customers have open issues tied to performance or reliability?SalesHow many leads are currently close to closing?EngineeringShow recent error logs and users impacted in the last week.MarketingWhich geographies are performing best this quarter by pipeline and closed-won?EngineeringWhat are the most common errors this month, and what endpoints are causing them?Data & AnalyticsTrend key KPIs over time and flag abnormal spikes.OperationsShow customers with at least two visits or repeat usage in the last month.Data & AnalyticsHow many records/jobs/tasks were created or submitted in a given timeframe?ProductAre there any features we added recently that increased engagement?ProductDid anything else spike when a specific feature usage increased?SalesWhat accounts had the largest expansions this quarter?ProductShow retention by cohort and first-usage month.ProductWhat is our WAU/MAU and how is it trending?OperationsWhich customers are running into more bugs recently?SalesWhich accounts are likely to expand based on recent product activity?ProductIdentify the magic moment that predicts long-term engagement.ProductWhich cohorts have the highest week-8 retention?SalesWho are the most engaged accounts in the last 14 days?
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#revenue·24
M
Max9:42 AM
@Basedashhow's our revenue trending this month so far?
BasedashAPP9:43 AM
Revenue is pacing 18% ahead of last month — $412K MTD vs $349K at this point in May. Most of the lift comes from three enterprise deals that closed last week.
Revenue — June MTD
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