template to get you started

Trial Plan Performance Dashboard

Trial Plan Performance Dashboard

Turn more trials into paying customers with this automated dashboard—track conversions, drop-offs, and revenue insights in real time.

Turn more trials into paying customers with this automated dashboard—track conversions, drop-offs, and revenue insights in real time.

data sources used

Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee
Chargebee

"Superjoin is a fantastic tool. I would highly recommend to any company that is managing reporting out of spreadsheets, especially for companies that do not have a data engineer or data warehouse"

Director of Sales Operations

WayLeadr

"Superjoin is a fantastic tool. I would highly recommend to any company that is managing reporting out of spreadsheets, especially for companies that do not have a data engineer or data warehouse"

Director of Sales Operations

WayLeadr

Loved by 17K+ users across 400+ companies

Loved by 10K+ users across 400+ companies

Loved by 10K+ users across 400+ companies

how does this dashboard help?

how does this dashboard help?

Want to boost your trial conversions? This pre-built dashboard helps you track trial performance, spot revenue opportunities, and optimize the customer journey. See which trials convert, which ones drop off, and what you can do to improve activation rates.


Why Use This Template?


  1. Increase Trial Conversions – Identify what works and improve your onboarding experience.


  2. Maximize Revenue Growth – Focus on high-potential trials and turn them into paying customers.


  3. Track Engagement & Drop-offs – See where trials cancel or activate and take action.


  4. Optimize Trial Plans – Discover which plans attract the most conversions.


  5. Identify Missed Opportunities – Understand the revenue impact of lost trials.


  6. Save Time with Automation – Get real-time insights without manual tracking.


What’s Included in the Template?


  1. Trial Conversion Rate Analysis – Track how many trials convert to paid plans.


  2. Revenue per Converted Trial – Measure the average revenue generated per successful trial.


  3. In-Trial to Cancellation & Activation – Compare conversion vs. churn rates.

  4. Top Trial Plans & Preferences – See which plans attract the most trial users.


  5. Expiring Trials Overview – Monitor upcoming trial expirations to take action.


  6. Lost Revenue Insights – Understand the financial impact of trials that didn’t convert.


Key Metrics You Can Track!


  1. Trial Conversion Rate – Measure how many trials become paying customers.


  2. Average Revenue Per Account (ARPA) for Conversions – Track revenue per converted trial.


  3. Cancellation vs. Activation Rate – See where customers drop off or upgrade.


  4. Popular Trial Plans – Identify the top 10 plans users choose.


  5. Trials Ending Soon – Get a real-time view of expiring trials.


  6. Lost Revenue from Unconverted Trials – Quantify missed opportunities and refine your retention strategy.

benefits

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RevOps on Sheets. Do daily reporting 10 times faster.

Automatic Data Pulls

Set Alerts

Visual Data Preview

data sources used

Chargebee

"Superjoin is a fantastic tool. I would highly recommend to any company that is managing reporting out of spreadsheets, especially for companies that do not have a data engineer or data warehouse"

Director of Sales Operations

WayLeadr

"Superjoin is a fantastic tool. I would highly recommend to any company that is managing reporting out of spreadsheets, especially for companies that do not have a data engineer or data warehouse"

Director of Sales Operations

WayLeadr

Loved by 10K+ users across 400+ companies