Common Dashboard Tasks #

Frequent dashboard and reporting scenarios.

Task 1: Morning Dashboard Check (5 minutes) #

Daily routine:

If all green: Business running smoothly.

If issues found: Address immediately.

Task 2: Monthly Business Review (30 minutes) #

First Monday of each month:

Step 1: Revenue Report (10 min)

• Check MRR growth vs. last month
• Check churn rate (under 5%?)
• Review revenue trend

Step 2: Sales Report (10 min)

• Total sales vs. previous month
• Which products sold best?
• Any concerning trends?

Step 3: Licenses Report (5 min)

• Active licenses growing?
• Status distribution healthy?

Step 4: Take Action (5 min)

• Schedule renewal reminders
• Plan marketing
• Set goals for next month

Task 3: Identifying Best Customers #

Steps:

VIP Treatment:

• Personal check-ins
• Early access to features
• Request testimonials

Task 4: Churn Prevention #

If churn rate > 5%:

Related Topics #

• [Understanding the Dashboard](#)
• [Understanding Reports](#)
• [Subscription Best Practices](#)