Your question is Track SaaS KPI Dashboard Health. Take a moment with it on the right.
Talk me through your thinking if you like. When you're confident, submit your answer and I'll grade it like a real screen (7/10 or better passes).
NimbusOps is a B2B workflow SaaS company with 45,000 monthly active accounts. The COO wants a weekly KPI dashboard built in Excel, SQL, and Tableau or Power BI to monitor operational health after noticing that revenue grew 6% last quarter while trial-to-paid conversion fell from 18% to 15% and logo churn rose from 2.8% to 3.6%.
Leadership currently receives inconsistent numbers from Finance, Sales Ops, and Product Analytics because teams define active accounts, qualified trials, and churn differently. You are asked to design a reliable KPI tracking approach that starts with SQL as the source of truth, uses Excel for ad hoc validation and variance checks, and publishes executive dashboards in Tableau or Power BI.
Current weekly metrics include: 12,000 new trial accounts, 7,800 product-qualified accounts, 1,800 paid conversions, 1,620 retained paying accounts from the prior month cohort, 540 churned accounts, $4.2M MRR, median first-response support time of 3.4 hours, and average weekly active users per paying account of 8.6. The CEO wants to know which KPIs should be leading vs lagging, how they should be defined, and how to diagnose movement when one metric changes but another does not.
accounts table with account_id, signup_date, plan_type, industry, company_size, regionproduct_events table with account_id, user_id, event_name, event_time, feature_namesubscriptions table with account_id, start_date, end_date, mrr, billing_status, cancellation_reasonsupport_tickets table with ticket_id, account_id, created_at, first_response_at, prioritycrm_pipeline table with account_id, lead_source, sales_owner, demo_completed, opportunity_stage