Check your Stripe & Segment data. Search specific data points. Check accuracy.

This week's shipment is about your data. We are introducing data monitoring for Wildmetrics.&nbsp;Wildmetrics is analytics for B2B SaaS. This means you need to be able to trust the data we have inside Wildmetrics.&nbsp;In order to trust, transparency is key.&nbsp;This is why we decided to show you your data the way we have stored it in our database.<h1>How to use this?</h1>Select <a href="https://app.wildmetrics.io/data">Data</a> from the menu.&nbsp;&nbsp;Start by selecting the data source. Wildmetrics integrates with Stripe &amp; Segment.<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679569443/select_data_source_ae3cc8e6c0.png" alt="select-data-source.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679569443/thumbnail_select_data_source_ae3cc8e6c0.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679569443/small_select_data_source_ae3cc8e6c0.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679569443/medium_select_data_source_ae3cc8e6c0.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679569443/large_select_data_source_ae3cc8e6c0.png 1000w," sizes="100vw">If you want to see your <a href="https://app.wildmetrics.io/data/stripe">Stripe data points</a>, click on Stripe. We then show you the data points available:&nbsp;<ul><li>Payments</li><li>Invoices</li><li>Customers</li><li>Subscriptions</li><li>Plans</li><li>Products</li></ul>&nbsp;<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568433/wildmetrics_data_points_6df2b1ee88.png" alt="wildmetrics-data-points.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568433/thumbnail_wildmetrics_data_points_6df2b1ee88.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568433/small_wildmetrics_data_points_6df2b1ee88.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568433/medium_wildmetrics_data_points_6df2b1ee88.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568433/large_wildmetrics_data_points_6df2b1ee88.png 1000w," sizes="100vw">On the right, you see the count of data for each data point. You can click on each data point to see the details.&nbsp;To view a list of your most recent payments (transactions), just click on “<a href="https://app.wildmetrics.io/data/stripe/payments">Payments</a>”. Or if you want to see a list of Stripe customers we have inside your account, click “<a href="https://app.wildmetrics.io/data/stripe/customers">Customers</a>”.<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568611/stripe_payments_live_stream_0162b900d6.png" alt="stripe-payments-live-stream.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568611/thumbnail_stripe_payments_live_stream_0162b900d6.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568611/small_stripe_payments_live_stream_0162b900d6.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568611/medium_stripe_payments_live_stream_0162b900d6.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568611/large_stripe_payments_live_stream_0162b900d6.png 1000w," sizes="100vw">Each data point is searchable.<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568711/search_data_points_02e4f422ed.png" alt="search-data-points.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568711/thumbnail_search_data_points_02e4f422ed.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568711/small_search_data_points_02e4f422ed.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568711/medium_search_data_points_02e4f422ed.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568711/large_search_data_points_02e4f422ed.png 1000w," sizes="100vw">You can do the same for your <a href="https://app.wildmetrics.io/data/segment">Segment data points</a>. Just click on “Segment” to view your Segment events.<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568877/segment_events_d7394ae692.png" alt="segment-events.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568877/thumbnail_segment_events_d7394ae692.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568877/small_segment_events_d7394ae692.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568877/medium_segment_events_d7394ae692.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679568878/large_segment_events_d7394ae692.png 1000w," sizes="100vw">If you want to see a list of people that logged into your app, click on the correct Segment event. You can then view the list and search it.<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679569207/segment_event_details_search_60232959ad.png" alt="segment-event-details-search.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679569208/thumbnail_segment_event_details_search_60232959ad.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679569208/small_segment_event_details_search_60232959ad.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679569208/medium_segment_event_details_search_60232959ad.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1679569208/large_segment_event_details_search_60232959ad.png 1000w," sizes="100vw">That's it for this week. We hope this makes it easier to understand and trust Wildmetrics data.&nbsp;See you inside the next changelog entry.

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Easy data monitoring for data accuracy

Get real-time MRR updates. Track New MRR, Expansion MRR & Contraction MRR.

The team has been hard at work the last few weeks to help you understand your MRR better.&nbsp;The goal of Wildmetrics is to help B2B SaaS startups grow their MRR faster. To do this, we look at growth models like:<ul><li><a href="https://www.chameleon.io/blog/aarrr-vs-rarra#what-is-aarrr">AARRR</a></li><li><a href="https://www.chameleon.io/blog/aarrr-vs-rarra#what-is-rarra">RARRA</a></li><li><a href="https://www.reforge.com/blog/growth-loops">Growth loops</a></li><li><a href="https://www.hubspot.com/flywheel">Flywheels</a></li></ul>&nbsp;One core element for all these models, is “revenue”.&nbsp;This is why we are now focused on bringing you some features to understand your MRR better.&nbsp;The first feature we will launch is the MRR breakdown (<a href="https://docs.wildmetrics.io/reports/mrr-report#mrr-breakdown">help article</a>).&nbsp;We have categorised MRR into 4 different categories:&nbsp;<ol><li>New MRR</li><li>Expanded MRR</li><li>Contracted MRR</li><li>Churned MRR</li></ol>&nbsp;This release covers the first three categories and the missing one will come soon.<h1>How to use this?</h1>To understand this month's MRR better, go to the date picker and select MTD to analyse your current month.&nbsp;<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678970543/mrr_date_picker_458b41c2bc.png" alt="mrr-date-picker.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678970543/thumbnail_mrr_date_picker_458b41c2bc.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678970544/small_mrr_date_picker_458b41c2bc.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678970544/medium_mrr_date_picker_458b41c2bc.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678970544/large_mrr_date_picker_458b41c2bc.png 1000w," sizes="100vw">&nbsp;You can then click on each category to see a detailed list of people inside that MRR category.&nbsp;This way you could quickly see for example new customers of this month (or any other time period).&nbsp;<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678970806/mrr_people_608cb642fc.png" alt="mrr-people.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678970806/thumbnail_mrr_people_608cb642fc.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678970806/small_mrr_people_608cb642fc.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678970806/medium_mrr_people_608cb642fc.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678970806/large_mrr_people_608cb642fc.png 1000w," sizes="100vw">&nbsp;Another useful element of this feature is to understand your expansion or contraction MRR better.&nbsp;We have included columns about your "previous MRR" and what the "Change" is. This way you can quickly spot what customers really made a difference in your MRR.&nbsp;<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678973121/mrr_expansion_details_696ff25bc1.png" alt="mrr-expansion-details.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678973121/thumbnail_mrr_expansion_details_696ff25bc1.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678973122/small_mrr_expansion_details_696ff25bc1.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678973122/medium_mrr_expansion_details_696ff25bc1.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678973122/large_mrr_expansion_details_696ff25bc1.png 1000w," sizes="100vw">&nbsp;This is the first step to help you understand your MRR better 😎&nbsp;Here a few things we will be adding over the next few weeks:&nbsp;<ul><li>Setting an MRR goal &amp; track progress</li><li>MRR growth rates</li><li>Weekly/monthly MRR growth breakdowns</li></ul>&nbsp;Stay tuned!

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MRR categories & breakdown

We added 5 things to make using Wildmetrics easier & more insightful.

We added 5 awesome improvements to Wildmetrics:&nbsp;<ul><li>Report edit</li><li>Date picker</li><li>People details</li><li>Select operator</li><li>Report search</li></ul><h1>Report edit</h1>When using a report, sometimes you want to change how the report is set up. Or you just want to check what data points you used to create the report.&nbsp;We have added an “Edit” button in the top right corner of your reports. Click it and give it a try.&nbsp;<figure class="image"><img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678189103/image_7c92106857.png"></figure>&nbsp;<h1>Date picker</h1>Adding a date picker makes Wildmetrics a lot more powerful. You can choose from different date templates like Month to date, Last 30 days, Yesterday etc ..&nbsp;<figure class="image"><img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678189533/image_71ce503e79.png"></figure>&nbsp;<h1>People details</h1>You can now see the people behind metrics.&nbsp;&nbsp;Click on a number to see the emails of people, which is helpful to understand your data better.<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678190634/people_details_adcdaf7334.png" alt="people-details.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678190634/thumbnail_people_details_adcdaf7334.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678190634/small_people_details_adcdaf7334.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678190635/medium_people_details_adcdaf7334.png 750w," sizes="100vw"><h1>Select operator</h1>Selecting events just got so much easier. You can now easily select your events from a drop-down when setting up reports.&nbsp;<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678191054/select_operator_69e6f386c1.png" alt="select-operator.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678191054/thumbnail_select_operator_69e6f386c1.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678191054/small_select_operator_69e6f386c1.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678191055/medium_select_operator_69e6f386c1.png 750w," sizes="100vw">&nbsp;You can choose between a “Contains” operator and a “Select” operator.&nbsp;<h1>Report search</h1>As we have added new report templates over the last few weeks, the list of saved reports became longer and longer.&nbsp;You can now quickly search for any saved report.<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678191208/report_search_ea57a5b280.png" alt="report-search.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678191208/thumbnail_report_search_ea57a5b280.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678191208/small_report_search_ea57a5b280.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1678191208/medium_report_search_ea57a5b280.png 750w," sizes="100vw">

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Date picker, edit, select, search & details

A new report to help you onboard new customers properly.

When growing our first B2B SaaS project, <a href="https://www.wildmail.io/">Wild Mail</a>, we learned that one of the best strategies to reduce customer churn &amp; increase customer retention is customer onboarding.&nbsp;But we are not alone with this realization..&nbsp;Out of 22 customer retention strategies, <a href="https://blog.hubspot.com/service/customer-retention-strategies">HubSpot has listed customer onboarding</a> as the first strategy to increase customer retention.&nbsp;This is why we built a new report inside Wildmetrics: Introducing our Customer onboarding report 🥳 🥳<h1>How will this help you?</h1>According to HubSpot, it is better to retain an existing customer than acquiring a new one.&nbsp;HubSpot continues to say that “keeping customers coming back will continually result in a greater ROI — and it costs 5-25X less.”&nbsp;With this information at hand, let's work on onboarding your customers properly, shall we? 😋<h1>How to get started?</h1>Go to <a href="https://app.wildmetrics.io/reports/templates">Reports</a>, look for Customer onboarding report and click on "+Add report".&nbsp;Then follow the steps explained in this <a href="https://docs.wildmetrics.io/reports/customer-onboarding-report#set-up-your-report">help article</a>.&nbsp;You will be using a combination of Stripe and Segment events to identify your struggling customers.&nbsp;Wildmetrics will give you a list of emails addresses of customers that need extra help. Take those emails and start to act.&nbsp;Here are some suggestions on things that you can do in order to improve your onboarding:&nbsp;<ul><li>Copy the email addresses and email them one by one</li><li>Send an automated email to schedule an onboarding call to personalise the set-up</li><li>Set up a product tour inside your app to show next steps</li><li>Embed Calendly into your app straight after purchase</li><li>Build a checklist with tasks to complete and embed in your app's dashboard/menu</li><li>Improve weekly newsletter to get users back into the app</li><li>Record YouTube tutorials and create awesome documentation</li><li>Build education into your user journeys#</li><li>Provide amazing &amp; friendly customer support in less than 15 minutes</li></ul>

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Introducing Customer onboarding report

A new report to help you activate more trials and convert them into customers.

We missed last week's changelog 😒&nbsp;But we are back this week with a new report: Introducing the Trial activation report!&nbsp;The Trial activation report helps you activate your new trials by helping them reach their AHA moment.&nbsp;An activated trial has a much higher chance to convert to a paying customer because they understand the value proposition of your product.<h1>How will this help you?</h1>According to research by <a href="https://www.profitwell.com/recur/all/positive-onboarding-boosts-retention-wtp">ProfitWell</a>, customers who perceive onboarding positively have 12-21% higher willingness to pay than the median. It also shows that these customers have a much lower drop off in the first 21 days of being a customer.&nbsp;So what are you waiting for? 😉<h1>How to get started?</h1>The goal of this report is to help you identify your struggling trials. These are people that have not experienced their AHA moment yet and therefore do not get the value of your product.&nbsp;Create your Trial activation report following the steps in <a href="https://docs.wildmetrics.io/reports/trial-activation-report">this help article</a> and get a list of struggling trials. Copy their email addresses and shoot them an email (ask ChatGPT to write the email for you).&nbsp;Your goal is to either invite them to a personalised onboarding call or, if you prefer low-touch, send them your documentation and tutorials.&nbsp;<figure class="image"><img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1677067813/image_071f3aa7b4.png"></figure>&nbsp;Create your <a href="https://app.wildmetrics.io/reports/set-up/trial-activation">Trial activation report with Wildmetrics</a> and convert more trials into paying customers.

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Introducing Trial activation report

Easily send Stripe data to Wildmetrics and measure your MRR.

Another week, another huge improvement!&nbsp;&nbsp;Introducing a brand-new metric: MRR &nbsp;🥳&nbsp;In order to see MRR inside Wildmetrics, <a href="https://docs.wildmetrics.io/integrations/stripe">connect your Stripe account</a> with Wildmetrics.&nbsp;<a href="https://stripe.com/">Stripe</a> is payments infrastructure for the internet. It is the most common way to accept payments from customers for B2B SaaS companies.&nbsp;<h1>How will this help you?</h1>The MRR metric is a SaaS startup's north star. It is the single most important metric you want to grow.&nbsp;To have the MRR metric in itself inside Wildmetrics is not very spectacular. You can already see it directly in Stripe.&nbsp;But what is super powerful is when you can connect your Segment &amp; Stripe data with each other and then see MRR.&nbsp;That's the magic of this week's release! ✨&nbsp;<h1>How to get started</h1>First, start sending your historical &amp; real-time Stripe data to Wildmetrics following <a href="https://docs.wildmetrics.io/integrations/stripe">this article</a>.&nbsp;Then, create your MRR report (<a href="https://app.wildmetrics.io/reports/set-up/mrr">click to create</a>) to start measuring your north start metric inside Wildmetrics. Here is a <a href="https://docs.wildmetrics.io/reports/mrr-report">help doc with instructions</a>.&nbsp;And finally, you want to set up a Funnel report (<a href="https://app.wildmetrics.io/reports/set-up/funnel">click to set up</a>) to get your big-picture overview of your customer journey (<a href="https://docs.wildmetrics.io/reports/funnel-report">help doc</a>).&nbsp;Just enable MRR to see MRR:&nbsp;<figure class="image"><img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675959288/image_0a885d2d00.png"></figure>&nbsp;And voilà.. Here you can see your MRR inside your Funnel report, combining Segment and Stripe data:&nbsp;<figure class="image"><img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675960317/image_b7c0898af1.png"></figure>&nbsp;This improvement tells you how much new MRR your customer journey has added in the selected time period.&nbsp;This does not include MRR coming from expansions (on purpose).&nbsp;I hope you enjoy this week's improvement!&nbsp;&nbsp;Please leave your feedback <a href="https://app.wildmetrics.io/reports">inside Wildmetrics</a> via Intercom chat.&nbsp;&nbsp;

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Introducing MRR metric

Connect your Segment account with Wildmetrics

We are happy to announce that we are adding a new integration to Wildmetrics.&nbsp;Introducing Wildmetrics for Segment!&nbsp;<a href="https://segment.com/">Segment</a> is used by many B2B SaaS companies to collect customer data.&nbsp;If you have a Segment account, you can easily send your Segment data to Wildmetrics following the steps outlined in our <a href="https://docs.wildmetrics.io/integrations/segment">documentation</a>.&nbsp;It should take you 1 minute to set up.<h1>How will this help?</h1>Many B2B SaaS companies use Segment to track behaviour inside their app. Common events tracked with Segment are:<ul><li>User sign-ups</li><li>User logins</li><li>Core features used</li><li>Invited team member</li><li>etc..</li></ul>&nbsp;You can now use this data to build your <a href="https://docs.wildmetrics.io/reports/funnel-report">Funnel report</a> in Wildmetrics.&nbsp;&nbsp;Here is an example of a Funnel report that tracks:<ol style="list-style-type:decimal;"><li>User logged in,</li><li>then core feature 1 used,</li><li>then core feature 2 used.</li></ol><img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675339597/segment_funnel_report_b5835bff42.png" alt="segment-funnel-report.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675339597/thumbnail_segment_funnel_report_b5835bff42.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675339597/small_segment_funnel_report_b5835bff42.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675339597/medium_segment_funnel_report_b5835bff42.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675339597/large_segment_funnel_report_b5835bff42.png 1000w," sizes="100vw">You also see conversion rates between steps.&nbsp;The current version only supports the usage of Segment events. Very soon, you will be able to build Funnel reports using Segment &amp; Stripe events together.&nbsp;This will be a powerful improvement to the Funnel report and allows you to analyse your whole customer journey from “User sign up”, which is a Segment event to “Became customer” which is a Stripe event.&nbsp;<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675339154/customer_journey_report_101593ca8a.png" alt="customer-journey-report.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675339154/thumbnail_customer_journey_report_101593ca8a.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675339155/small_customer_journey_report_101593ca8a.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675339155/medium_customer_journey_report_101593ca8a.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1675339155/large_customer_journey_report_101593ca8a.png 1000w," sizes="100vw">Please share your feedback inside Wildmetrics using Intercom. If you need help setting up Segment, reach out to us.

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Introducing Segment integration

We made it easy to add, name, edit, view & delete your reports

<h1>Editing reports</h1>You can now edit reports after you created them. Just open a report and then click on Edit in the top right corner to see how you set up your report. You can also make changes.<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674729793/editing_reports_a77021c4b2.png" alt="editing-reports.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674729793/thumbnail_editing_reports_a77021c4b2.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674729793/small_editing_reports_a77021c4b2.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674729793/medium_editing_reports_a77021c4b2.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674729793/large_editing_reports_a77021c4b2.png 1000w," sizes="100vw"><h1>Deleting reports</h1>To keep your reports organised and clean, you can now delete reports.&nbsp;<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674729911/delete_reports_4c943ce6ae.png" alt="delete-reports.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674729911/thumbnail_delete_reports_4c943ce6ae.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674729911/small_delete_reports_4c943ce6ae.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674729911/medium_delete_reports_4c943ce6ae.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674729911/large_delete_reports_4c943ce6ae.png 1000w," sizes="100vw"><h1>Listing reports</h1>We improved your reports list slightly by adding column names. Column name “Report type” now tells you what type of report your report is, like Funnel report, MRR report etc..<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674730303/report_list_31e4084951.png" alt="report-list.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674730303/thumbnail_report_list_31e4084951.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674730303/small_report_list_31e4084951.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674730303/medium_report_list_31e4084951.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674730303/large_report_list_31e4084951.png 1000w," sizes="100vw"><h1>Naming reports</h1>You can name your report after you created them. It works like you would expect.<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674730438/name_reports_0d8e55b1ea.png" alt="name-reports.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674730438/thumbnail_name_reports_0d8e55b1ea.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674730438/small_name_reports_0d8e55b1ea.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674730438/medium_name_reports_0d8e55b1ea.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674730438/large_name_reports_0d8e55b1ea.png 1000w," sizes="100vw">

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Report management

We build the foundation to add metrics to your Funnel report.

<h1>Metrics</h1>The funnel report helps you understand your B2B SaaS customer journey better so that you can turn more users into paid customers.&nbsp;The improvement of the week is that we added metrics to the Funnel report. The first metric that you can select is conversion rate. You will now be able to see conversion rates between your funnel steps as well as the overall conversion rate.&nbsp;Here is a simple 3-step freemium B2B SaaS customer journey:<ol style="list-style-type:decimal;"><li>Free user</li><li>Trial sign-up</li><li>Upgraded to paid plan</li></ol><img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674203559/funnel_report_view_metrics_af1f34fb6e.png" alt="funnel-report-view-metrics.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674203559/thumbnail_funnel_report_view_metrics_af1f34fb6e.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674203559/small_funnel_report_view_metrics_af1f34fb6e.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674203559/medium_funnel_report_view_metrics_af1f34fb6e.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674203559/large_funnel_report_view_metrics_af1f34fb6e.png 1000w," sizes="100vw">The conversion rate between Trial sign-up and Upgraded to paid is good. The problem is the conversion between step 1 &amp; step 2.&nbsp;By looking at this report, you could work on getting more free users to try your paid features to ultimately convert more people to paying customers. You could do that through product tours inside your app, changing your pricing plan or better educational content as well as drip email sequences.<h1>Naming your reports</h1>We want to make it easier to organise reports. This is why we are working on some report management features.&nbsp;You can now name your reports. It works like you would expect:<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674204375/naming_reports_7afb2e04b8.png" alt="naming-reports.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674204375/thumbnail_naming_reports_7afb2e04b8.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674204375/small_naming_reports_7afb2e04b8.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674204375/medium_naming_reports_7afb2e04b8.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1674204375/large_naming_reports_7afb2e04b8.png 1000w," sizes="100vw">In the next few days you will see some other report management features like deleting a report &amp; editing a report. Keep an eye out!

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New metrics for funnel report

Introducing our first report: Funnel report

To help B2B SaaS companies increase their MRR, we decided to first build a Funnel report. This report tells you how you can improve your customer journey to grow MRR.&nbsp;This is a beta feature, which you can <a href="https://app.wildmetrics.io/reportsv2">try here</a>.&nbsp;The customer journey of a B2B SaaS company usually looks something like this:<ul><li>Option A: Trial then Customer</li><li>Option B: Trial then Demo then Customer</li><li>Option C: Demo then Trial then Customer</li><li>Option D: Demo then Customer</li><li>Option E: Free then Trial then Customer&nbsp;</li></ul>&nbsp;Let's take a simple 2-step funnel: 14-day trial and then convert to customer. Let's assume that your goal is to convert more trials into customers.&nbsp;First, <a href="https://app.wildmetrics.io/reportsv2">create the two funnel steps</a> (trial sign-up, customer conversion) inside your Funnel report. The first integration we support is ActiveCampaign. Segment will be our second integration.<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673424537/funnel_report_set_up_6767ee29a2.png" alt="funnel-report-set-up.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673424537/thumbnail_funnel_report_set_up_6767ee29a2.png 245w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673424537/small_funnel_report_set_up_6767ee29a2.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673424537/medium_funnel_report_set_up_6767ee29a2.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673424537/large_funnel_report_set_up_6767ee29a2.png 1000w," sizes="100vw">Choose your ActiveCampaign tags using a “Contains” operator to complete your funnel set-up:<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673426534/activecampaign_tags_9287ff8b90.png" alt="activecampaign-tags.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673426534/thumbnail_activecampaign_tags_9287ff8b90.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673426534/small_activecampaign_tags_9287ff8b90.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673426535/medium_activecampaign_tags_9287ff8b90.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673426534/large_activecampaign_tags_9287ff8b90.png 1000w," sizes="100vw">If you want to add another step in your customer journey, click on “Add step”.<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673424833/funnel_steps_83c1df2e3d.png" alt="funnel-steps.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673424833/thumbnail_funnel_steps_83c1df2e3d.png 245w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673424834/small_funnel_steps_83c1df2e3d.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673424834/medium_funnel_steps_83c1df2e3d.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673424834/large_funnel_steps_83c1df2e3d.png 1000w," sizes="100vw">Once you click on “Go to report”, you will see insights about your customer journey. This is a very early version, which means so far you will only see:<ul><li>the conversion rate between funnel steps</li><li>the overall conversion rate</li><li>the absolute number of people that completed each step</li></ul><img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673425253/funnel_report_insights_b78c3e46a4.png" alt="funnel-report-insights.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673425253/thumbnail_funnel_report_insights_b78c3e46a4.png 234w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673425253/small_funnel_report_insights_b78c3e46a4.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673425253/medium_funnel_report_insights_b78c3e46a4.png 750w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1673425253/large_funnel_report_insights_b78c3e46a4.png 1000w," sizes="100vw">The time range is fixed to 3 months rights now. You currently can not name a report or edit a report.&nbsp;We will add more improvements to the Funnel report next week.&nbsp;&nbsp;I will leave you with some questions:<ul><li>What information would you like to know about your customer journey?&nbsp;</li><li>How can we help you improve your customer journey?&nbsp;</li><li>What questions do you have about your customer journey?</li></ul>&nbsp;

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Introducing Funnel reports

A new direction for Wildmetrics. Here is what's new!

Welcome to our first Wildmetrics <a href="https://www.wildmetrics.io/changelog">changelog</a> entry on our new website! We just announced a <a href="https://www.wildmetrics.io/blog/new-era">new era for Wildmetrics on our blog</a>.&nbsp;And with that we are launching v1 of a new feature: Auto-generated reports.&nbsp;It will replace our old Report and Funnel feature (both features will still stay available for existing users for now).&nbsp;<h1>Introducing Auto-generated reports</h1>To serve B2B SaaS companies best, we started to think in use cases. We identified specific activities (we call that use case) growth teams at B2B SaaS companies do in order to achieve their north start goal, which is growing their MRR.&nbsp;Growth teams do all kind of different activities in order to grow MRR. To be more specific, Wildmetrics focuses on the customer journey. Each auto-generated report of Wildmetrics focuses on a use cases to improve the customer journey to grow MRR faster. <a href="https://www.wildmetrics.io/use-cases">Here is a list of use cases we want to focus on now.</a><img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672837382/wildmetrics_use_cases_e7d7f89470.png" alt="wildmetrics-use-cases.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672837382/thumbnail_wildmetrics_use_cases_e7d7f89470.png 168w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672837382/small_wildmetrics_use_cases_e7d7f89470.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672837382/medium_wildmetrics_use_cases_e7d7f89470.png 750w," sizes="100vw">We have a roadmap for our next reports (use cases):&nbsp;<ul><li>MRR report (share progress and MRR milestones with your team. Keep your team motivated and give direction)</li><li>Trial activation (keep an overview on your active trials and help them convert to customers)</li><li>Customer onboarding (reduce your churn by identifying new customers that need extra help during onboarding)</li></ul>&nbsp;See all 7 use cases here: <a href="https://www.wildmetrics.io/use-cases">https://www.wildmetrics.io/use-cases</a>&nbsp;<h1>Funnel report v1</h1>The first use case we built is the “Funnel report” to help you convert more trials &amp; onboard customers easier. You can start measuring your most important metrics in minutes.&nbsp;What can you do with version of #1 of our Funnel report?&nbsp;The Funnel report currently works with <a href="https://www.activecampaign.com/">ActiveCampaign</a> as a data source. You can use ActriveCampaign tags to set-up the steps of your customer journey like this:<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672839156/funnel_report_set_up_0c9feaa1fd.png" alt="funnel-report-set-up.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672839156/thumbnail_funnel_report_set_up_0c9feaa1fd.png 244w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672839156/small_funnel_report_set_up_0c9feaa1fd.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672839156/medium_funnel_report_set_up_0c9feaa1fd.png 750w," sizes="100vw">We are right now working on adding <a href="https://segment.com/">Segment</a> and <a href="https://stripe.com/">Stripe</a> to the Funnel report. You should see them very, very soon. Segment will allow you to select funnel steps using Segment events and Stripe will add revenue data to the report.&nbsp;After you have set-up your funnel you will see the conversion rate of your funnel like this:&nbsp;<img src="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672839155/funnel_report_view_2d3a7ba390.png" alt="funnel-report-view.png" srcset="https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672839155/thumbnail_funnel_report_view_2d3a7ba390.png 176w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672839156/small_funnel_report_view_2d3a7ba390.png 500w,https://res.cloudinary.com/dhjcvwq8b/image/upload/v1672839156/medium_funnel_report_view_2d3a7ba390.png 750w," sizes="100vw">v1 only supports one single metric, which is Total funnel conversion rate. We will add new metrics like sales cycle length, avg. sales price, MRR in the next few weeks.&nbsp;&nbsp;v1 also does not support a date-picker, so we hard-coded “Last 3 months” as a time frame. Right now this can not be changed.

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Announcing auto-generated Reports

Wildmetrics is instant customer journey analytics for B2B SaaS. Convert more trials into paying customers.