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Product Analytics templates

Templates for product health, activation, adoption, retention, revenue, feedback, support, and tracking trust.

Workflow assets

Copy, targeting, and launch steps

Measurement

Analytics companion for what changed

Next action

Feedback, roadmap, support, or AI follow-up

Collection

Product Analytics workflow templates

These pages combine the customer-facing surface with the metric and follow-up action Userorbit can own.

  • AnalyticsReady

    Product Health Overview

    A leadership board for active users, active accounts, activation, retention, adoption, sentiment, and churn-risk accounts.

    Health scorecardsAccount trendAnalytics
  • AnalyticsReady

    Activation and Time-to-Value

    Track the shortest path from signup to first value, highlight slow cohorts, and surface onboarding blockers by segment.

    Activation funnelTime distributionAnalytics
  • AnalyticsReady

    Account Activation Board

    Measure account-created, users-invited, admin setup, integration setup, and first team value for B2B products.

    Account funnelSeat activationAnalytics
  • AnalyticsReady

    Feature Adoption Board

    Track discovery, first use, repeat use, segment fit, and adoption lift from tours, banners, and checklist prompts.

    Discovery chartFirst-use funnelAnalytics
  • AnalyticsReady

    New Feature Launch Board

    Connect announcement reach, changelog clicks, feature views, first use, repeat use, and launch feedback in one readout.

    Announcement reachClick-throughsAnalytics
  • AnalyticsReady

    Core Workflow Funnel

    Measure start, step completion, drop-off, time-to-complete, and downstream retention for a critical product workflow.

    Step funnelDrop-off pathsAnalytics
  • AnalyticsAdvanced

    Trial-to-Paid Funnel

    Follow trial start, activation, key usage, paywall view, checkout, conversion, and retention guardrails.

    Trial funnelPQA rulesAnalytics
  • AnalyticsReady

    Retention Cohort Board

    Compare retained users or accounts by signup cohort, activation status, acquisition source, persona, plan, and feature adoption.

    Cohort tableActivated comparisonAnalytics
  • AnalyticsAdvanced

    Lifecycle Board

    Classify accounts as new, returning, resurrected, dormant, or at-risk, then route each state into a matching Userorbit action.

    Lifecycle statesDormant accountsAnalytics
  • AnalyticsReady

    Churn Risk Board

    Identify accounts with login drops, usage declines, failed workflows, negative feedback, unresolved blockers, or renewal risk.

    Risk scoreUsage dropAnalytics
  • AnalyticsAdvanced

    Expansion Readiness Board

    Spot high-usage accounts with seat saturation, advanced feature adoption, upgrade intent, and product-led revenue signals.

    Expansion scoreSeat saturationAnalytics
  • AnalyticsAdvanced

    Product-Qualified Account

    Score accounts by activation, multi-user activity, admin setup, high-intent usage, ICP fit, and sales handoff readiness.

    PQA scoreFit signalsAnalytics
  • AnalyticsReady

    Feedback + Usage Board

    Compare requested features with actual behavior, account value, segment fit, churn risk, roadmap status, and release adoption.

    Request volumeUsage evidenceAnalytics
  • AnalyticsReady

    Announcement Impact Board

    Measure announcement views, clicks, dismissals, fatigue, feature adoption after view, and segment-level response.

    ViewsClicksAnalytics
  • AnalyticsReady

    Tour and Checklist Performance

    Track tour starts, step exits, checklist completion, skipped tasks, activation lift, and later feature adoption.

    Tour stepsChecklist tasksAnalytics
  • AnalyticsAdvanced

    Help Center Deflection Board

    Connect article views, searches, no-result searches, ticket reduction, unresolved searches, and context-specific help gaps.

    Article viewsSearch termsAnalytics
  • AnalyticsIdea

    UX Friction and Drop-Off Review

    Combine funnel drop-offs, repeated actions, device issues, support messages, surveys, and feedback into one review queue.

    Drop-off queueDevice segmentAnalytics
  • AnalyticsIdea

    Tracking Plan Health

    Check required events, missing properties, identity coverage, account mapping, stale dashboards, schema drift, and owner notes.

    Required eventsMissing propertiesAnalytics

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