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Retention and health dashboard v1.0.0

Use this resource to visualize churn, expansion and customer health by cohort

New

  • 476 downloads
  • 217 likes
  • 229 saves

Free

Install with the CLI

In a terminal, from the folder you want:

npx --yes palatekit@latest install retention-metrics-dashboard

With no option, the skill goes to ~/.agents/skills/; add --agent claude-code (or codex, cursor…) to target an agent.

First time: connect the CLI with

npx --yes palatekit@latest login

The agent defines metrics (ARR retention, logo retention, expansion, health scores), cohort dimensions and the layout of tiles, heatmaps and alerts. You get a dashboard blueprint with alert thresholds and an annotation section.

Mostly picked by

Updated November 2, 2026

Card for the “Retention and health dashboard” skill

Details

Works in
Install guides
Generates with
Your agent's model
Licence
Apache-2.0

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What you get

  • SKILL.md: metric definitions and cohort dimensions
  • SKILL.md: tile layout, heatmaps and Slack or email alert thresholds

Good fit for

  • You run retention reviews for customer success
  • Leaders ask for figures by segment

Not for

    Tags

    • retention
    • dashboard
    • cohorts
    • alerts

    About

    You say

    “Build the retention dashboard by plan and industry, with a Slack alert when churn exceeds 5%.”

    Card for the “Retention and health dashboard” skill

    Skill published by gtmagents under the Apache-2.0 license, delivered in its original version.

    Show more

    How to use it

    1. Install the skill in your agent's skills folder
    2. Ask your agent to visualize churn, expansion and customer health by cohort
    3. Review and adjust the result

    Content preview

    Files

    • LICENSE11.1 KB
    • NOTICE-PALATEKIT.md0.5 KB
    • SKILL.md1.2 KB

    Origin and licence

    Listed unmodified

    Author
    gtmagents
    Source
    github.com/gtmagents/gtm-agents/tree/78e0419f4440bcb43bc80127e174ecf5adef1753/plugins/customer-analytics/skills/retention-dashboard
    Licence
    Apache-2.0

    Notice

    « retention-dashboard » (gtmagents, Apache-2.0) livré dans sa version d'origine : fiche en français et en anglais par PalateKit.

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