DigMS: Core/Shared/Required KPIs and Docs for Products and Features

Owned by Doug Chase
Last updated: Feb 02, 2024
1 min read

Harmonious Analytics

Meeting series / task group to coordinate analytics at the LV level. Started 1/17/2024 with Drew, Martial, Aishwarya, Robert, Bob, Lance, Bill Koehn

See https://arinet.atlassian.net/wiki/x/DIDVHQE for notes

Every product should have…

  • Product Home (known single entry point for finding all of the below)

  • Product Overview / Brief / Lean Canvas (upstream spec)

  • Feature-complete PRD or equivalent corresponding to Jira Epics (downstream spec)

  • Roadmap

    • Now/near/far

    • WIP timeline and status

  • SFDC filter for a defined set of SKUs corresponding to the product

  • Jira links

    • Current sprint board

    • Jira filter: open bugs

    • Jira filter: prioritized backlog

    • Jira filter: all historical work

    • Confluence page (if one exists)

  • Link to marketing assets

  • Documentation

    • Onboarding and fulfillment docs

    • Training and internal docs

    • Client-facing docs

  • Analytics details

    • Core KPIs (where to find output)

    • Product-specific KPIs (list, and where to find)

  • Conversions and lead types

    • Core conversions and lead types

    • Product or feature-specific conversions and lead types

  • List of meaningful CX touchpoints?

Core Product KPIs

Iteration 1 (visualizations in SFDC by Aishwarya)

v1 https://leadventure1.lightning.force.com/lightning/r/Dashboard/01Z8b000001shNoEAI/view?queryScope=userFolders

v2 https://leadventure1.lightning.force.com/lightning/r/Dashboard/01ZPW00000270es2AA/view?queryScope=userFolders

 

  • MRR (total)

    • MRR (allocated)

  • Current count of active subscriptions/entitlements (active Account Products) per SKU

    • Count of fulfilled

    • Count of functional

  • Sales/month

  • Attrition/month

    • because of parent product

    • because of website

    • reason for loss (from standardized pick list)

Iteration 2

  • TAM/penetration

  • Win rate

  • Cost

    • build

    • maintenance

    • onboarding

    • data

    • support alloc/month/customer

 

Dimensions & Segments

All measurements should slice and dice:

  • by date sold

  • by vertical

  • by package tier

  • by dealer size

  • by platform/BU?

More on Segmenting Dealers

This is something that needs additional thought…

  • Budget per inventory unit?

 

Leads and Conversions

Lead types define the nature and stage of engagement of potential opportunities, while conversion types represent the desired actions or outcomes that indicate progress towards business objectives.

 

Product-Specific KPIs

E.g. for something with user activity:

  • MAU/DAU

Or for an SEO product:

  • Share of voice

etc.