How to Use an Onboarding KPI Dashboard to Improve Retention and Revenue

The first 30 days after a customer’s first purchase are the most expensive—and the most powerful—window for retention.

metrics That’s why we created the Sticky Digital Onboarding KPI Dashboard—a simple but powerful Google Sheets tool that helps ecommerce brands measure the metrics that matter most.

👉 Download the Onboarding KPI Dashboard here

Why Onboarding Metrics Drive Retention

So many brands focus on lifetime value (LTV)—but LTV is a lagging metric. By the time you realize you’ve lost a customer, it’s too late. Early onboarding metrics give you real-time insight into how well your post-purchase experience is performing.

  • 7-Day Repeat Purchase Rate: Are customers excited enough to buy again right away?
  • Time to Second Purchase: Is your email and SMS strategy driving meaningful conversion?
  • 30-Day Churn Rate: Where in the first month are you losing customers?
  • Welcome Flow Conversions: Is your automated content working or just taking up space?

This dashboard lets you track all of that—visually, clearly, and without needing a data analyst.

What’s Included in the Dashboard

The Sticky Digital Onboarding KPI Dashboard is built in Google Sheets and designed for Shopify and DTC teams. It includes:

  • Pre-built charts and graphs
  • Cohort tracking by first purchase month
  • Fields for email/SMS flow impact
  • Editable benchmarks for comparison

📥 Download the free dashboard here

How to Use It

  1. Pick your cohort. Example: All customers who placed their first order in June.
  2. Export the data. From Shopify, Klaviyo, Attentive, or your analytics platform.
  3. Paste it in. The spreadsheet is formula-ready and will auto-calculate visualizations.
  4. Review the charts. See how fast customers are converting, where churn is happening, and what flows are driving impact.

This tool integrates perfectly with your email and SMS retention strategy.

Turn Insights into Action

This isn’t just a reporting tool—it’s a decision-making tool. Here's how to apply the data:

  • Low 7-day repurchase? Add a second-purchase incentive to your Welcome Flow.
  • Long lag between purchases? Trigger a replenishment campaign around Day 12–15.
  • Churn spike at Day 25? Test a win-back or education email before the drop-off.

If you're not sure how to build those flows, check out our Shopify Retention Strategy Services.

Who Should Use This Dashboard

This tool is ideal for:

  • Lifecycle and retention marketers
  • Founders and operators managing their own growth
  • Agencies supporting Shopify brands
  • Anyone tired of making decisions without data

It’s fast, flexible, and built for real-world use.

🧠 Download the Sticky Digital Onboarding KPI Dashboard now

Build a Smarter Retention Program

At Sticky Digital, we believe retention isn’t just about sending more emails—it’s about sending the right emails at the right moment. This dashboard helps you identify those moments, measure what matters, and take action that drives revenue.

If you're ready to go from reactive to strategic, start here.

👉 Click here to download the dashboard

Or explore how we build data-backed retention strategies for scaling ecommerce brands:


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