> ## Documentation Index
> Fetch the complete documentation index at: https://docs.vizkraft.com/llms.txt
> Use this file to discover all available pages before exploring further.

# B2B SaaS

> Connect subscription and product usage data, build four dashboards, and track MRR, retention, and trial conversion — modeled on CloudFlow.

export const CookbookDemoVideo = ({slug, caption = "See this cookbook in Vizkraft"}) => {
  const base = `/public/recordings/cookbooks/${slug}`;
  return <figure className="not-prose my-8 overflow-hidden rounded-xl border border-gray-200 dark:border-gray-800">
      {caption ? <figcaption className="border-b border-gray-200 bg-gray-50 px-4 py-2 text-center text-sm text-gray-600 dark:border-gray-800 dark:bg-gray-900 dark:text-gray-400">
          {caption}
        </figcaption> : null}
      <video autoPlay muted loop playsInline className="w-full dark:hidden">
        <source src={`${base}/mist.webm`} type="video/webm" />
        <source src={`${base}/mist.mp4`} type="video/mp4" />
      </video>
      <video autoPlay muted loop playsInline className="hidden w-full dark:block">
        <source src={`${base}/carbon.webm`} type="video/webm" />
        <source src={`${base}/carbon.mp4`} type="video/mp4" />
      </video>
    </figure>;
};

This cookbook is for **B2B SaaS** companies with accounts, subscriptions, product usage, billing, and satisfaction data. The examples use **CloudFlow**, a fictional workflow SaaS product.

## Who this is for

|                  |                                               |
| ---------------- | --------------------------------------------- |
| **Company type** | B2B SaaS, subscription software               |
| **Connector**    | PostgreSQL                                    |
| **Teams**        | Finance, product, customer success, sales ops |

## Get started

<Steps>
  <Step title="Add PostgreSQL">
    Connect your application or warehouse database. See [Add connectors](/guides/add-connectors).
  </Step>

  <Step title="Index and mark key tables">
    Flag subscriptions, subscription events, usage, and accounts during indexing.
  </Step>

  <Step title="Ask your first question">
    Try: *What is MRR by month for the last 12 months?*
  </Step>

  <Step title="Build the dashboards below">
    Combine saved charts into dashboards for finance and product reviews.
  </Step>
</Steps>

## See it in Vizkraft

<CookbookDemoVideo slug="b2b-saas" caption="CloudFlow subscriptions and usage 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](/features/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