User Engagement Dashboard for SaaS

About

Welcome to the "User Engagement Dashboard"! Use this template as a starting point to measures user engagement. Connect the template to a data source to visualize daily, weekly, and monthly active users.

About the project

This is 10x Sheets, a project that curates battle-tested resources from experienced CFOs and seasoned business builders and makes them accessible by adding guides, modularity, and optionality. All resources are iteratively improved based on founders’ feedback to become better (the best) over time. Your feedback matters.

About the template

Contents: The template contains ..

.. a separate data sheet
.. a visualization sheet including charts that show daily, weekly, and monthly active users

Get started: Start with the data sheet. Get your data in the same format (user identifier, action, and date). Import a csv from the data source or connect it directly. There are many tools out there to do it for you. If you need help, we are happy to help with initial implementation.

By default, this spreadsheet is set to 'United States’. This affects formatting details such as functions, dates and currency. To change the locale of the spreadsheet, go to File > Settings > General > Locale and select your country of choice.

Ever stuck and need help? Just reach out, hello@10xsheets.com. We are happy to help.

Template principles

Accessibility: We've designed our templates to be accessible and useful for all users. Our templates are built in blocks, allowing you to progress at your own pace.

Level 1: Get started quickly with our setup sheets, which guides you through the essential assumptions, revenue, and expenses. It's the perfect starting point for beginners.

Level 2: Dive deeper with more detailed input lines. We provide clear explanations on what to modify and what to leave untouched in the revenue and expenses sheets. This level caters to those who want more control and customization.

Level 3: Take advantage of our dedicated assumptions sheet. It summarizes all assumptions you've made across the model in one single view. Each block or level can be used independently with just a few tweaks. Some assumptions may require measuring key performance indicators, but don't worry, we have a vast knowledge base and a wide range of templates to support you every step of the way.

Optionality: We understand that every business has unique needs and preferences. That's why we provide you with the flexibility to choose the level of detail that suits you best. Whether you require a comprehensive balance sheet, cash flow statement, or just a P&L, we have you covered.

Are you interested in tracking subscription expenses per employee? You can easily input a single average value or delve into more granular tracking—it's entirely up to you. Our aim is to provide a solution that aligns with your specific requirements.

In our templates, we label many parts as optional, giving you the freedom to decide when to utilize them. Whether you choose to keep certain elements for future use or delete them for now, we empower you to tailor the model to your current needs.

While many businesses may seem similar, subtle differences can significantly impact their operations. That's why we offer a range of options, recognizing that a one-size-fits-all approach may not be the most effective solution for everyone. You can customize and adapt your financial modeling to match your unique circumstances.

Modularity: We recognize that while our model shares many similarities with your business model, there may be certain aspects where customization is needed. With that in mind, we have built our template to be highly modular, allowing you to effortlessly incorporate your own existing models or choose from our selection of modules.

With our user-friendly interface, adding your own models or integrating our modules into the template is a breeze. Simply copy and paste the desired module into the model, and you're good to go. And if you ever need assistance, our team is here to support you every step of the way. We'll work together to implement any necessary adjustments and ensure the model perfectly fits your requirements.

Our free modules provide you with valuable tools to measure and forecast key metrics. Take a look below to learn more about these powerful tools.

Other templates and services

Services:

• Implementation (1:1 with our spreadsheet and financial modeling team to adapt the template for your use case), $100/hour.
• Custom model (1:1 with our spreadsheet and financial modeling team to build a custom model for your use case), $100/hour.
• 1:1 with experienced CFO, $250/hour.

Templates to forecast businesses:

• Financial Model
• P&L
• Unit Economics (CLV:CAC)
• Headcount Planning Tool
• Software and Licenses Planning Tool
• Capex Planning Tool

Templates to measure businesses:

• Acquisition Funnel

• MRR Build
• Logo and Dollar Retention Cohorts
• User Engagement (this template)

Additional resources

Contact: hello@10xsheets.com

More: 10xsheets.com