This data point will help us defining which our marketing channels are more profitable
where the user is coming from
is he a paid customer?
conversion rate
once a user has signed up for trial.
Activation rate
Feature usage rate
Service
Service Creation
Definition: Number of new services created by Super Admins and Admins.
Metric: Total Services Created / Total Active Admin Users
Service Type Distribution:
Definition: Breakdown of the types of services created.
Metrics:
One-time Payment Services: Total One-time Services Created / Total Services Created
Subscription Services: Total Subscription Services Created / Total Services Created
Monthly Subscriptions: Total Monthly Subscriptions Created / Total Subscription Services Created
Yearly Subscriptions: Total Yearly Subscriptions Created / Total Subscription Services Created
Daily Subscriptions: Total Daily Subscriptions Created / Total Subscription Services Created
Weekly Subscriptions: Total Weekly Subscriptions Created / Total Subscription Services Created
MRR 100
Service Purchase Rate:
Definition: Number of services purchased, segmented by purchase source.
Metrics:
Purchases from Client Login: Total Purchases from Client Login / Total Services Purchased
Purchases from Catalog: Total Purchases from Catalog / Total Services Purchased
Orders
Total Orders Created:
Definition: Number of orders created by all users.
Metric: Total Orders Created
Tracking Method: Log each order creation event with timestamps and user IDs.
One-time Orders:
Definition: Number of orders created as one-time purchases.
Metric: Total One-time Orders Created / Total Orders Created
Tracking Method: Identify order types during the creation process and log as one-time or subscription.
Subscription Orders:
Definition: Number of orders created as subscriptions.
Metric: Total Subscription Orders Created / Total Orders Created
Tracking Method: Identify order types during the creation process and log as one-time or subscription.
Subscription Types:
Monthly Subscriptions: Total Monthly Subscriptions / Total Subscription Orders Created
Yearly Subscriptions: Total Yearly Subscriptions / Total Subscription Orders Created
Daily Subscriptions: Total Daily Subscriptions / Total Subscription Orders Created
Weekly Subscriptions: Total Weekly Subscriptions / Total Subscription Orders Created
Manual Orders:
Definition: Number of orders created manually by Super Admins, Admins, or PMs.
Metric: Total Manual Orders Created / Total Orders Created
Tracking Method: Log orders created manually and differentiate from those created through the catalog or automated processes.
Forms
Services with Intake Forms:
Definition: Number of services that have intake forms associated with them.
Metric: Total Services with Intake Forms / Total Services
Tracking Method: Log each service creation and check if an intake form is associated with it.
Services with Order Forms:
Definition: Number of services that have order forms associated with them.
Metric: Total Services with Order Forms / Total Services
Tracking Method: Log each service creation and check if an order form is associated with it.
Components Usage Rate of Intake and Order Forms:
Definition: Frequency of different components being used in intake and order forms.
Metric: Component Usage Count / Total Forms Created
Tracking Method: Log the usage of each component type when forms are created or edited.
Invoice
Manual Invoices Created:
Definition: Number of invoices created manually by users.
Metric: Total Manual Invoices Created
Tracking Method: Log each manual invoice creation event with relevant metadata (e.g., user ID, timestamp).
Frequency of Invoice Section Usage:
Definition: Number of times users access and interact with the invoice section.
Metric: Total Invoice Section Accesses / Total Active Users
Tracking Method: Log each access to the invoice section and track user interactions within the section.
Invoice Settings Usage:
Definition: Frequency of interactions with the invoice settings.
Metric: Total Invoice Settings Changes / Total Active Users
Tracking Method: Log each change made in the invoice settings, including template selection, logo updates, title changes, note additions, color changes, and field visibility settings.
Workspace setting
Custom Domain:
Definition: Number of users who are using custom domains.
Metric: Total Users with Custom Domains
Tracking Method: Log each activation and usage of custom domains with relevant metadata (e.g., user ID, timestamp).
Custom Email:
Custom Email Setup:
Definition: Number of users who have set up custom email addresses.
Metric: Total Users with Custom Email Setup
Tracking Method: Log each custom email setup event with relevant metadata.
Custom Email Templates:
Definition: Number of users using custom email templates.
Metric: Total Users Using Custom Email Templates
Tracking Method: Log each interaction with custom email templates, including creation, editing, and usage.
Payment Methods:
Definition: Distribution and frequency of different payment methods used by users.
Metric: Payment Method Distribution
Tracking Method: Log each payment method setup and usage, capturing relevant metadata (e.g., user ID, payment method type, timestamp).
Proposals
Proposals Created:
Definition: The total number of proposals created by users.
Metric: Total Proposals Created
Tracking Method: Log each proposal creation event with relevant metadata (e.g., user ID, timestamp, proposal ID).
Proposals Received:
Definition: The total number of proposals received by users.
Metric: Total Proposals Received
Tracking Method: Log each proposal received event with relevant metadata (e.g., user ID, timestamp, proposal ID).
tickets
Tickets Created:
Definition: The total number of tickets created by users.
Metric: Total Tickets Created
Tracking Method: Log each ticket creation event with relevant metadata (e.g., user ID, timestamp, ticket ID).
Tickets with Orders:
Definition: The total number of tickets that are associated with an order.
Metric: Total Tickets with Orders
Tracking Method: Log each ticket that is linked to an order, capturing relevant metadata (e.g., order ID, ticket ID).
Tickets without Orders:
Definition: The total number of tickets that are not associated with any order.
Metric: Total Tickets without Orders
Tracking Method: Log each ticket that is not linked to an order, capturing relevant metadata (e.g., user ID, ticket ID).
Files
how many users are creating new folders
upload frequency
upload size
% of file types
Integrations
Want to print your doc? This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (