Who this is for
| Company type | B2B SaaS, subscription software |
| Connector | PostgreSQL |
| Teams | Finance, product, customer success, sales ops |
Get started
Add PostgreSQL
Connect your application or warehouse database. See Add connectors.
Index and mark key tables
Flag subscriptions, subscription events, usage, and accounts during indexing.
See it in Vizkraft
Your data
| Table | What it holds |
|---|---|
accounts | Customer companies — industry, segment, region |
users | Seats, roles, last active date |
plans | Pricing tiers |
subscriptions | Status, MRR, start and cancel dates |
subscription_events | Trials, upgrades, downgrades, churn |
usage_daily | DAU, API calls, storage, feature usage |
invoices | Billing amounts and payment status |
nps_responses | Customer satisfaction scores |
Tables to mark during indexing
- Subscriptions — MRR, ARR, and churn
- Subscription events — lifecycle and conversion
- Usage daily — adoption and health signals
- Accounts — segment and region views
Dashboards to build
Revenue and retention
Answers: How is recurring revenue trending and which accounts are at risk? Include MRR, ARR, net retention, and churn KPIs; an MRR trend line; MRR by segment; and an at-risk accounts table.Product usage
Answers: Are customers actually using the product? Include DAU, WAU, and stickiness KPIs; daily active users over time; feature adoption bars; and a scatter of seats versus usage.Trial conversion
Answers: How effectively do trials become paying customers? Include a trial → activated → paid funnel, conversion by segment, and trial starts over time.Customer health
Answers: Which accounts need attention or expansion? Include NPS and at-risk account KPIs; NPS by segment; and a table of expansion candidates.Questions to ask by role
| Role | Questions to try |
|---|---|
| CFO | What is net revenue retention this quarter? Show MRR by month for the last 12 months. |
| Product manager | Which features have the highest adoption among enterprise accounts? |
| CS manager | Which accounts have declining usage in the last 30 days? |
| Sales ops | How many trials converted to paid this month by segment? |
Example conversations
MRR trend
Ask: Show MRR by month for the last 12 months. You should see a line chart with month-over-month change and short insight notes on growth or churn months. Try next: Break down MRR by customer segment.Trial conversion
Ask: How many trials converted to paid this month by segment? A funnel plus segment breakdown helps RevOps and CS prioritize outreach.Metrics worth defining
Add these to Connector memory if your team uses custom formulas:- MRR — sum of active subscription monthly amounts
- ARR — MRR × 12
- Net revenue retention — (starting MRR + expansion − churn) ÷ starting MRR
- Churn rate — churned MRR ÷ starting MRR
- Stickiness — DAU ÷ MAU