B2B SaaS

Lots of trials, few paying accounts? Find the step that decides it.

Follow every account from sign-up through onboarding, feature adoption and the first invoice — and see which behaviour in week one predicts who pays.

Start free Open the industry demo

Activation and trial funnels
Accounts, not just users
MRR, expansion and churn

app · /dashboards/saasSample data

SaaS · overviewLast 30 days

Sign-ups2,140+9%

Trial → paid14%+2pt

New MRR$8,420+12%

Churned MRR$1,180−6%

Sign-up to activation

Signed up2,140

Onboarding step 11,620 −24%

Onboarding complete980 −40%

Key feature used610 −38%

Weekly active accounts

Active accountsPaying accounts

Where growth leaks

Where SaaS growth leaks

Trials that never activate

People sign up, look around and leave. Without an activation funnel, you can’t tell which onboarding step loses them.

Users, not accounts

Buying decisions happen at the account level, but most analytics only counts individual users.

Churn shows up too late

By the time a cancellation lands, the account went quiet weeks ago.

Key metrics

The numbers a SaaS team reviews every week

From the B2B SaaS template — tied to accounts as well as users.

Sign-ups & activationOnboarding completion rate

Feature adoptionActive users per feature

Trial conversionTrials that start a subscription

New & expansion MRRFrom subscriptions and upgrades

ChurnChurned subscriptions and MRR

InvitesSent and accepted

How teams use it

Three questions every SaaS team answers here

Each one runs on the B2B SaaS template events.

Which onboarding step loses people?

The activation funnel shows where new sign-ups stop. Watch the replays of that step and compare the users who make it with those who don’t.

Sign-up → onboarding → key feature
Replays of the dropping step
Segments of activated vs not

ClueHalf of new sign-ups stop at “connect your data”

app · /insights/funnelsSample data

Checkout funnel

Last 30 daysAll devices

View product

2,400

Add to cart

1,248 −48%

Checkout

674 −46%

Paid

508 −25%

Overall conversion21.2%

Median time6m 40s

Biggest dropCheckout−46%

Which accounts are healthy?

Users roll up to their company. See active users, key events and a health score per account — and spot the ones going quiet before renewal.

Account-level activity
Health score per account
Alerts when an account goes quiet

ClueAccounts that invite a teammate in week one convert 3× more

app · /analytics/users/groupsSample data

AccountsLast 30 days

Account	Active users	Key events	Health
Northwind Ltd	42	1,284	Healthy
Acme Studio	17	512	Healthy
Blue Harbor	9	61	At risk
Kite & Co	5	140	Watch

Users roll up to the company they belong to.

Which features keep customers?

Feature retention shows which features people come back to. Compare them with renewals to know what to build and what to promote.

Feature retention by week
Adoption across accounts
Product health score

ClueAccounts that use shared dashboards renew at 91%

Behavior analytics

app · /analytics/behavior/analyze/retentionSample data

Start · signup_completedReturn · any activityBy week

W0W1W2W3W4W5 W36100%52%41%36%31%27%W37100%55%44%38%33%W38100%57%46%40%W39100%61%49%

Feature retention · week 2

Export64%

Alerts48%

Share22%

Industry template

What the B2B SaaS template sets up

Users and accounts as subjects, plus the events and funnels most SaaS products share.

Events

signed_uplogged_inonboarding_steponboarding_completefeature_usedinvite_sentinvite_acceptedtrial_startedsubscription_startedsubscription_upgradedpayment_succeededsubscription_cancelledsupport_ticket

Funnels

Sign-up to activationTrial to paidInvite funnel

Goals & milestones

Signed upTrial startedSubscription started

Dashboards

SaaS growthAccounts & revenue

Install the template in one click from the console, then rename, add or remove anything.

Pair with AskCub

Help trial users before they give up

With AskCub, see which trial users are on the pricing or setup page right now and answer their question while they still care.

See AskCub live chat ↗

FAQ

SaaS questions

Anything else — open the chat in the corner and ask.

Can I analyse accounts as well as users?

Yes. Send the account or workspace ID as a group and every report can be viewed per account.

Where does MRR come from?

From your subscription and payment events, sent from your billing backend. PathClue calculates new, expansion and churned MRR from them.

Can I track the web app and the marketing site together?

Yes. Both send to the same project; when users sign in, their anonymous marketing-site visits merge into their profile.

Is there a way to act on churn signals?

Build a segment such as “paying, inactive 14 days” and let an automation send a webhook to your CRM or post to your team chat.