Recipes
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Ready-to-run playbooks for segments, journeys, dashboards, experiments, and more. Blu builds the whole thing from a single command.
Account Engagement Score Trend
Account-level engagement (rolled up from all users on the account) tracked over time — identifies expansion vs. churn-risk accounts.
Account Expansion Funnel
Plan-limit-to-upgrade funnel built from real subscription state-change events with per-step time-to-convert.
Accounts At Risk Count
Count and trend of accounts whose engagement has declined materially — the canonical CS early-warning headline metric.
Activation Funnel With Velocity
Activation funnel with median + p75 step velocity — surfaces where users stall, not just where they drop.
Active Vs Passive Users
Three-way split: producers (frequent click_on), consumers (only page_viewed/session_start), and inactive — the hidden segment most teams miss.
Analytics Foundation
Map events, build core reports (Insights, Funnels, Retention, Paths), compose executive dashboard.
Average Order Value Trend
AOV over time with units-per-order vs price-per-unit decomposition and new-vs-returning comparison.
Browse Purchase Funnel
Browse-to-purchase funnel using canonical page_viewed/cart/order events with device-comparison conversion.
Browse To Buy Retention
First-visit-to-purchase retention with W1/W4/W12 benchmarks and channel-source comparison.
Business Review
Headline metrics, week-over-week deltas, wins, concerns, recommended actions, scheduled Slack digest.
Campaign Performance Leaderboard
Per-campaign email/SMS performance: sent, opened, clicked, converted, revenue, revenue-per-send — the canonical Klaviyo-style view.
Cart Abandonment Rate
Cart abandonment rate by device with previous-period comparison and a 70% benchmark line.
Checkout Form Friction
Checkout-stage drop-off with page-level friction surfacing — reveals form fields, payment methods, and steps that cause abandonment.
Cohort Acquisition Ltv Dashboard
Performance Marketer / DTC Founder view: cohort LTV curves by acquisition channel, repeat-purchase mechanics, second-order velocity — the #1 dashboard for $20M+ DTC brands.
Compound Funnel Activated And Paying
PLG funnel where success = activated AND paying, separating real activation from vanity activation.
Customer 360 Dashboard
CRM / Lifecycle view: lifecycle stage distribution, repeat-purchase mechanics, LTV by acquisition cohort.
Customer Lifecycle Distribution
Distribution of customers across the canonical lifecycle stages (At risk, Needs attention, New customers, Promising, Regulars, Champions) with month-over-month migration tracking.
Customer Success Dashboard
CS Lead / CSM view: account health, expansion signals, NRR, NPS, and at-risk account intelligence.
Deal Velocity By Stage
Median time spent in each deal stage with bottleneck-stage identification and won/lost velocity comparison.
Discount Impact On Aov And Margin
How discount usage affects AOV — surfaces whether discounts grow the basket or just shift demand to discounted moments.
Ecommerce Lifecycle Dashboard
CRM / retention view: lifecycle distribution + migration, replenishment timing, discount cannibalization, and post-purchase paths.
Ecommerce Operations Dashboard
Ops / fulfillment view: order flow, fulfillment rate, returns, refunds, and quality issues by product.
Ecommerce Revenue Dashboard
Founder / CMO revenue overview: top-line revenue, AOV, channel, conversion, and category performance.
Email Purchase
Email-to-purchase funnel using canonical email events with campaign comparison and revenue-per-email.
Email Sms Campaign Performance Dashboard
Lifecycle marketer view: campaign-level leaderboard with sends, opens, clicks, conversions, revenue per send — the canonical Klaviyo-style view.
Exit Paths Pre Cancellation
Forward path from a /cancel page visit — surfaces what saves vs. kills retention attempts in the cancellation moment.
Expansion Revenue Trend
Expansion revenue derived from subscription_updated change-events with quality-of-MRR-growth surfacing.
Feature Adoption By Plan
Feature adoption by plan tier with adoption-rate trend and tier-specific feature affinity.
Feature Discovery Adoption
4-step funnel from first feature exposure to repeated use, using canonical click_on patterns.
Feature Paywall Conversion
Per-feature: % of free users who interact with it and subsequently view pricing AND subscribe — informs feature-gating strategy.
Feature Usage Heatmap By Cohort
Feature usage by signup cohort with sticky-feature identification and cohort-onboarding regression detection.
First Purchase Cohort Ltv Curve
Cumulative revenue per cohort member by cohort age — the textbook DTC LTV view.
First Session Paths After Signup
Forward path from user_created showing what new users actually do in their first session vs. the intended onboarding flow.
Forecast Vs Actual Quota
Period-level revenue forecast vs. actual closed-won vs. quota target with pipeline coverage ratio and projected close.
Founder Weekly Review Dashboard
The single scorecard a founder/operator wants every Monday — new customers, churn, revenue, retention, engagement, with WoW and YoY comparison.
Free Paid Conversion Funnel
Trial-to-paid funnel using subscription_created (trial mode), pricing page views, and checkout_created.
Funnel Dropoff Attribution By Source
Same funnel run separately by Users.utm_source — surfaces which acquisition channels actually convert.
High Value Vs Low Value Path Comparison
Two Path reports side-by-side: paths taken by users who placed >$X orders vs <$X or non-converters.
Lead Customer Sales
Sales pipeline funnel using deal_stage_changed and meeting events with stage velocity and forecasted revenue.
Lead To Mql To Sql Funnel
Qualification funnel built on lead_stage_changed transitions with per-stage velocity.
Marketing Attribution Dashboard
Marketing Lead view: revenue by channel, email-driven revenue, search-driven revenue, and category-level marketing performance. Note: ROAS/CAC require ad-spend integration not in canonical taxonomy.
Monthly Logo Retention Trend
Single trailing logo-retention rate over time — the headline number that pairs with NRR but answers a simpler question.
Mrr Movement Decomposition
The canonical SaaS MRR waterfall — new, expansion, contraction, churn, reactivation per month. Requires subscription_updated delta-computation.
Mrr Trend
MRR over time by plan with month-over-month growth rate and net-new MRR overlay.
Multi Threading Coverage By Deal
Number of distinct stakeholders engaged per deal — single-threaded deals close at materially lower rates per Gartner.
Net Revenue Retention By Cohort
Proper NRR per cohort: starting MRR + expansion + reactivation − contraction − churn. Requires subscription_updated delta-computation.
Nps Tracking
NPS score over time from feedback_submitted with promoter/passive/detractor decomposition and trend.
Order Status Flow
Order distribution across created/fulfilled/refunded/cancelled states over time — the operational pulse of order flow.
Paid User Retention
Monthly paid retention with logo and revenue retention separately, plus plan-tier comparison.
Path Explorer Dashboard
UX / PM research view: the full set of behavioral path analyses on one canvas — first-session, feature paths, support deflection, pre-churn.
Paths Around Power Feature
Bidirectional path bracketing a high-value feature interaction — surfaces what leads to discovery and what users do after.
Paths From Product Detail Page
Forward path from PDP page_viewed surfacing whether users add to cart, browse similar, search again, or exit.
Payment Failure Recovery Funnel
Dunning recovery funnel using canonical billing events with per-attempt success rate and revenue-at-risk.
Pipeline Value Snapshot
Current open-pipeline value with stage decomposition, weighted forecast, and concentration risk surfacing.
Plan Tier Mix Shift
% of revenue and % of customers per plan over time, surfacing up-market vs down-market drift.
Plg Sales Handoff Dashboard
PLG sales view: PQL leaderboard, account-level PQA signals, paywall conversion, and free-to-paid funnel.
Post Conversion Onboarding Paths
Forward path from first paid event (subscription or order) — what new paying customers do in their first session as customers.
Post Purchase Second Order Velocity
Histogram of days from 1st to 2nd order_created — informs the right delay for replenishment journey triggers.
Power User Concentration
Pareto chart of top 1% / 5% / 10% of users by event volume vs share of total events.
Pql Leaderboard
Sortable list of free users hitting configurable PQL thresholds — the canonical PLG sales-handoff report.
Pre Churn Behavioral Signals
Path to subscription_cancelled with precursor-event ranking by lift over baseline.
Product Category Performance
Revenue + units by category with period comparison and category-level momentum scoring.
Product Health Dashboard
PM view: stickiness, feature adoption depth, retention by feature, NPS, and the active vs. passive user split.
Purchase Retention
Repeat-purchase retention with cohort-level second-purchase rates and time-to-2nd-purchase distribution.
Quota Attainment By Rep
Per-rep quota attainment (% of target hit) with trend, coverage ratio, and ranking — the headline sales-manager metric.
Refund Rate By Product And Category
Refund rate by product (from order line items) with previous-period comparison and quality-issue flagging.
Rep Activity Leaderboard
Per-rep sales activity (calls, emails, meetings, tasks) with revenue-correlation and quota-attainment overlay.
Retention Lifted By Feature Adoption
Side-by-side cohort retention curves for users who adopted a target feature in week 1 vs those who didn't.
Return Rate By Category
Return rate by product category with previous-period comparison and rising-rate flagging.
Revenue By Channel
Revenue by acquisition channel with share-of-revenue, period comparison, and channel mix shift.
Revenue Operations Dashboard
RevOps / CRO strategic view: trailing GTM health, funnel attribution by source, win-loss patterns, and NRR trends.
Saas Growth Command Center
Founder-level SaaS growth view: WAU, MRR, trial conversion, retention, activation, and feature adoption on one canvas.
Sales Activity Coaching Dashboard
Sales Manager view: rep activity (calls/emails/meetings), revenue-per-call efficiency, win-loss patterns — the canonical coaching artifact.
Sales Forecasting Dashboard
Sales VP / CRO forecasting view: pipeline coverage 3:1, weighted forecast, quota attainment, projected close, forecast accuracy.
Sales Pipeline Dashboard
AE / Sales Manager operational view: open pipeline, deal velocity, multi-threading risk, and account engagement on active deals.
Search Conversion
Search-to-purchase funnel using page_viewed.query patterns with no-results surfacing and search-vs-browse comparison.
Signup Activation Funnel
Signup-to-activation funnel using user_created and goal_completed_in_journey with per-step time-to-convert.
Stickiness Ratios Dau Wau Mau
DAU, WAU, MAU with stickiness ratios (DAU/WAU and DAU/MAU) — the standard PLG engagement metric.
Subscription Health Dashboard
Finance / RevOps view: MRR movement, churn cohorts, payment recovery, NRR — the monthly board-review subscription metrics.
Support Deflection Paths
Backward path from ticket_created — surfaces in-product paths that immediately precede support tickets.
Support Tickets Vs Churn Correlation
Dual-axis support ticket volume vs subscription cancellations with priority decomposition and lead-lag.
Time To Aha Moment
Histogram of time from user_created to first activation goal — surfaces whether users hit aha in 5 min, 5 hours, or 5 days.
Time To Ship Distribution
Histogram of fulfillment time per order with median/p75/p95 callouts and bucket-level operational benchmarks.
Trial Activation Funnel
Trial milestone funnel using subscription_created (trial), session_start, and journey-goal events.
Trial To Paid Conversion Rate
Weekly trial-to-paid conversion using subscription_created.trial_end semantics with 18% benchmark.
User Retention Weekly
Weekly cohort retention with W1/W4/W12 benchmarks and acquisition-source comparison.
Weekly Active Users Trend
WAU trend with WAU/MAU stickiness ratio — the standard PLG engagement view.
Weekly Business Review Summary
Single dashboard with the 6 KPIs every founder/exec wants every Monday — new customers, churn, revenue, MRR/ARR, retention, top engagement.
Win Loss Analysis Report
Won vs. lost deals broken down by lead source, deal size, and stage at loss — surfaces patterns in what's working.
Win Rate Trend
Win rate over time as a single tracking metric — surfaces GTM health trajectory without the breakdown overhead of win-loss-analysis.
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