Which KPIs should I track for my business model?

Before you've built a dashboard, the bottom of the page offers three curated metric sets chosen for your business model. Picking one gives you a working dashboard in a single click.

How do I read a set card?

Element	Meaning
Set name	e.g. Retention & expansion
The question underneath	What the set is for — "Are accounts staying and growing?"
Recommended badge	The set we'd start with for your business model
01–05 with "needs source"	The five KPIs in the set. needs source means no data is wired up yet — normal at this point
Use this set →	Creates the dashboard immediately with those five KPIs
Customise	Opens the Create-dashboard dialog pre-filled with the set, so you can rename it and choose its scope first

Which sets are on offer?

Which sets come with B2B SaaS · subscription?

Set	Question	KPIs
Growth health	Is the top of the funnel filling?	MRR (), Pipeline coverage (×), Trial → paid conversion (%), CAC payback (mo)
Retention & expansion (recommended)	Are accounts staying and growing?	Net Revenue Retention (%), Gross logo churn (%), Expansion MRR ($), DAU / MAU (%), Activation rate (%)
Product engagement	Are users finding value?	Weekly active accounts (#), Feature adoption (%), Time-to-first-value (d), Stickiness DAU/WAU (%), NPS

Which sets come with Marketplace · take-rate?

Set	Question	KPIs
Liquidity (recommended)	Both sides showing up and matching?	GMV ($), Active buyers (#), Active sellers (#), Match rate (%), Time-to-first-transaction (h)
Take-rate economics	Is each transaction profitable?	Take rate (%), Contribution margin (%), Repeat-buy rate (%), Avg order value ($), Refund rate (%)
Supply quality	Is the supply side healthy?	Listings live (#), % with reviews (%), Seller NPS, Listing → sale conversion (%), Cancellation rate (%)

Which sets come with E-commerce · transactional?

Set	Question	KPIs
Conversion funnel (recommended)	Where does the cart leak?	Sessions (#), Add-to-cart rate (%), Checkout conversion (%), Cart abandonment (%), AOV ($)
Customer value	Are repeat buyers cheaper?	CAC (), Repeat-purchase rate (%), Days between orders (d), Email/SMS contribution (%)
Catalogue & ops	Is the supply chain holding up?	SKU sell-through (%), Out-of-stock rate (%), Return rate (%), Time-to-ship (d), Inventory turn (×)

How do I change my business model?

Two places do the same thing:

"Not a B2B SaaS product? Change →" in this section's header

"Based on your onboarding answers · edit" in the page header

Pick one of the three models. The suggested sets, the industry line in the greeting, and the ordering inside the Create-dashboard gallery all update immediately. The change is saved to the product, so teammates see it too.

How do I use a set?

Use this set → creates a dashboard straight away, named after the set, containing its five KPIs as empty tiles.

Every tile starts as "Your trend starts here" with two actions — Enter value and + Connect. See 07 · KPIs for what to do next.

Customise takes the slower path so you can set the name, description, and scope first:

How do I dismiss this section?

Dismiss collapses it to a pill; Show brings it back. Remembered per product, on your device.

Once you have a dashboard, this section is replaced by your dashboard anyway — but you can always create another set-based dashboard from the switcher's + Create dashboard.

Which KPIs should I track for my business model?

How do I read a set card?#

Which sets are on offer?#

Which sets come with B2B SaaS · subscription?#

Which sets come with Marketplace · take-rate?#

Which sets come with E-commerce · transactional?#

How do I change my business model?#

How do I use a set?#

How do I dismiss this section?#