B2B SaaS
Connect subscription and product usage data, build four dashboards, and track MRR, retention, and trial conversion — modeled on CloudFlow.
4 to build
Dashboard + chat
Finance, Product
Vizkraft — B2B SaaS
Works with
Pick whichever connector your team already uses.
What it does
Gives SaaS teams a single place to monitor MRR, retention, product usage, and trial conversion. Finance, product, and CS can ask questions in plain language and get cited charts from the same subscription and usage data.
How it works
- 1
Connect PostgreSQL
Wire up your billing, subscription, and product-usage tables through a PostgreSQL connector.
- 2
Index subscriptions and usage
Mark subscriptions, invoices, product events, and customer records so Vizkraft understands your SaaS model.
- 3
Ask revenue and retention questions
Start with "Show MRR by month for the last 12 months" or trial conversion by segment.
- 4
Ship four core dashboards
Build revenue & retention, product usage, trial conversion, and customer health views for weekly reviews.
Dashboards to build
Revenue & retention
MRR, ARR, churn, and net revenue retention trends.
Product usage
Feature adoption and stickiness by segment.
Trial conversion
Trial-to-paid funnel with segment breakdowns.
Customer health
At-risk accounts, NPS, and expansion candidates.
Questions to try
- “Show MRR by month for the last 12 months.”
- “How many trials converted to paid this month by segment?”
- “Which accounts have declining usage in the last 30 days?”
Setup
- Connect PostgreSQL with subscriptions, billing, and usage tables.
- Index and mark the tables listed in the full cookbook guide.
- Define MRR, NRR, and churn in connector memory if your formulas differ.
Related cookbooks
PostgreSQL or MongoDB
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Stop waiting on engineering for reports.
Most of our customers were ops or CS leads who'd been blocked for weeks. They booked a demo, connected their database in 10 minutes, and never looked back.