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Retention Dashboard Toolkit Skill · gtmagents | DecimalAI

sales supportby gtmagents

Retention Dashboard Toolkit Skill

gtmagents/retention-dashboard

Source gtmagents/gtm-agents ↗License Apache-2.0

Use to visualize churn, expansion, and health metrics across cohorts.

SkillScore77Maintained

Automatic

Customer Success pack

Last verified 8/23/2026

What it changes

Passed 17 of 22 test cases with the skill, and 14 of 22 without it.

Without skill64%

With skill77%

Checks it passed that the model alone missed

The alert structure contains an explicit call to action.
The annotation schema includes a field for follow-up owners.
The annotation schema includes a field for assigned action items.

and 2 more in the full report

4 fixed13 passed either way4 still failing1 broke

Pass-rate lift: +14 pp
Tokens: +3%
Agent turns: 0%
Response time: -7%

Model gemini-3.6-flashMeasured 8/23/2026v117 of 22 cases passed with skill

Tokens, turns and time describe resource use, not a dollar price.

Use this skill

Save it into your project's skills folder. Claude Code picks it up in its next session.

curl -fsSL --create-dirs -o .claude/skills/gtmagents-retention-dashboard/SKILL.md https://app.decimal.ai/s/gtmagents-retention-dashboard/SKILL.md

Want it pinned and updatable? pip install "decimalai>=0.15", then decimalai skills add gtmagents-retention-dashboard, and start Claude Code with claude --plugin-dir "$(git rev-parse --show-toplevel)/.agents"

1 · One-time — install the CLI (docs ↗)

pip install "decimalai>=0.15"

2 · Get the skill — writes .agents/skills/gtmagents-retention-dashboard/ and pins it in .decimal/skills.lock

decimalai skills add gtmagents-retention-dashboard

No CLI? Get the same file — curl · raw file

curl -fsSL --create-dirs -o .claude/skills/gtmagents-retention-dashboard/SKILL.md https://app.decimal.ai/s/gtmagents-retention-dashboard/SKILL.md

Raw file: /s/gtmagents-retention-dashboard/SKILL.md ↗ · machine-readable summary at /s/gtmagents-retention-dashboard.json ↗

Safety checks: 3 of 3 passed

Code scan CleanIntent PassedContent Clean

See it in action

One of 4 test cases the skill fixed. Same model, same prompt, with and without the skill.

1 of 4

Prompt

Our UI/UX designer is drafting wireframes for a new retention monitoring tool and proposed putting all metric trend lines into a simple grid of line charts. Specify the required visualization layout components needed for effective drillable retention dashboards.

What was checked, without and with the skill
Checked	Without skill	With skill
The layout includes top-level summary metric tiles.	Passed	Passed
The layout includes cohort analysis heatmaps.	Passed	Passed
The layout includes a waterfall chart alongside signal callout sections.	Missed	Passed

case-04 · gemini-3.6-flash · 8/23/2026 · answers are capped and redacted

What's inside

The instructions your model reads when the skill loads.

SKILL.md25 linessingle file

Retention Dashboard Toolkit Skill

When to Use

Automating retention reviews for CS, lifecycle marketing, or execs.
Tracking pilot outcomes for adoption/save plays.
Providing drillable dashboards to segment owners.

Framework

Metric Definitions – ARR retention, logo retention, expansion %, health scores.
Cohort Dimensions – plan, persona, region, industry, product, acquisition channel.
Visualization Layout – summary tiles, cohort heatmaps, waterfall, signal callouts.
Alerting Layer – thresholds for Slack/email alerts when metrics breach targets.
Annotation Workflow – capture commentary, actions, and follow-up owners.

Templates

BI dashboard spec (metrics, dimensions, filters, refresh cadence).
Weekly retention digest format.
Alert template with context + call to action.

Tips

Normalize metrics (e.g., ARR, accounts, seats) to avoid confusion.
Tie charts to plays so stakeholders know what to do next.
Pair with activation-map to log actions triggered by signals.

Track record

Benchmark

17 / 22

test cases passed, vs 14 / 22 without

Adoption

Users: 0
Times used: 0

Safety and source details

SkillSafety

✓ 3 of 3 passed

Code scan15 of 15 checks clean

0 critical · 0 warning · 0 info — scanner v4 — 8/3/2026

View 15 scanner checks

live_secretremote_code_executionreverse_shelldata_exfiltrationssrf_metadataagent_snoopinganti_refusaldestructive_commandsobfuscated_unicodeunicode_homoglyphopaque_blobsuspicious_urltool_overreachtrigger_abuseprompt_injection_phrasing

IntentSafe

LLM judge · does the skill do what it claims

ContentClean

LLM judge · policy & harmful-content review

Source

Imported

gtmagents / gtm-agents

plugins/customer-analytics/skills/retention-dashboard/SKILL.md

View on GitHub ↗

License Apache-2.0Imported 8/3/2026Version v1

More skills from the same source and nearby in the registry, with their headline benchmark lift.

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See it in action

What's inside

Retention Dashboard Toolkit Skill

When to Use

Framework

Templates

Tips

Track record

Benchmark

Adoption

SkillSafety

Source

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