Trial Experience Performance Dashboard

Funnel Overview

Conversion Insights & Drop-Off Analysis

Attachment & Call Metrics

Revenue & Goals

Conversion Breakdown

Trial Quality — Conv by LTV Score

Affiliate vs Direct — Conv & Attach

Plan Tier — Conversion Rate

Outbound Efforts

Trial-to-Paid Conversion Trend

Conv $97 Conv $297 Conv $497

Key Insights & Actions

Trial Quality — LTV Score

Affiliate vs Direct

Plan Tier

Call Behavior

Assisted vs Self-Serve

Drop-off Reasons

Rep Leaderboard

#	Rep	Conv %	Revenue	Outbound	Speed-to-Lead	Calls/Trial	Attach	6-wk

Ops Metrics

Speed-to-Lead by Rep

Weekly Trial Cohorts — % Converted by Day Post-Trial

Cohort	Trials	Day 1	Day 3	Day 7	Day 14	Day 21	Day 30	Final

Time-to-First-Call vs Conversion Rate

Reps calling within 5 min convert at 2.1× the rate of 15+ min

Trial Score → Attachment → Conversion Chain

📝 Bottom-Up Forecast — Manager Input

Enter what you believe each rep can close this week. Team total rolls up automatically.

Week target:

Rep	Region	Actual MTD	6-wk Avg	Conv %	Manager Commit ($)	vs Target	Confidence	Notes

Team Commit vs Weekly Target

🤖 Automated Forecast — Model-Driven

Based on current trial pipeline, historical conversion rates, and velocity trends. Scenario-adjusted.

Scenario:

85% confidence

Revenue Forecast — Current Week by Day

Actual to date

Model forecast

Confidence band

Manager commit

Weekly target

Forecast Drivers

Driver	Current	4-wk Avg	WoW Δ	Impact on Forecast