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SaaS Trial Dashboard

Leads breakdown, % in trial vs non-trial, Trials by region and role, Trial leads vs target, Key conversion metrics WOW / MOM: web user to lead, lead to trial, web user to trial, Quality of trial metrics WOW / MOM: % active trials, % high demographic trials, % touching sales

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Evan Cover Director, BI Engineering and Governance, Klaviyo

Analyze your SaaS trial performance with Coefficient’s SaaS Trial Dashboard template for Spreadsheets. Identify high-potential trial segments, monitor engagement, and assess trial quality to optimize your trial experience.

Benefits of Tracking SaaS Trial Metrics in the Template

  • Identify high-potential trial segments: By analyzing leads breakdown, trials by region and role, and demographic data, you can pinpoint user segments most likely to convert and tailor your marketing efforts accordingly.
  • Monitor trial engagement and identify improvement areas: Tracking key conversion metrics like web user to lead, lead to trial, and web user to trial helps you understand where users drop off in the funnel and optimize those stages for better results.
  • Assess trial quality and predict revenue potential: Monitoring active trials, high-demographic trials, and trials touching sales enables you to gauge the overall health of your trial pipeline and forecast future revenue growth.

Advantages of Tracking SaaS Trial Performance in Spreadsheets

  • Centralize your trial data in one accessible location: Consolidate data from multiple sources, providing a single source of truth for your team to reference and collaborate on.
  • Visualize your trial funnel and spot trends quickly: create interactive visualizations of your trial funnel, making it easy to identify bottlenecks and track progress over time.
  • Automate reporting and save time on manual analysis: Automate the calculation of key metrics and generate reports with just a few clicks, freeing up time for strategic initiatives.

Maximize Your SaaS Trial Performance with Coefficient’s Dashboard Template

Take control of your SaaS trial performance today with Coefficient’s SaaS Trial Dashboard template for Spreadsheets. 

In just minutes, you’ll have access to powerful insights that will help you optimize your trial experience, convert more users, and accelerate your growth. Download the template now and start making data-driven decisions that drive results!

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