Gather Baseline Usage and Revenue Data
The founder aggregates all historical data covering product analytics, customer contracts, billing logs, and user activity records. They centralise metrics across usage frequency, active accounts, MRR or ARR, churn rates, and customer acquisition channels into a structured repository.
Completing this action establishes a single source of truth for the venture's historical performance metrics. It ensures the diagnostic relies on verified operational data rather than fragmented memory or anecdotal observations.
The founder must present a clean data repository containing raw telemetry, financial transaction records, and cohort activity tables. Every metric must trace back to verifiable data sources such as Stripe logs, CRM exports, or analytics dashboards.
Five questions an expert would ask when reviewing your output
Use these to challenge assumptions, pressure-test your logic, and check the quality of this action's output in the context of the parent task and wider venture development.
- 1
What percentage of your logged users have generated zero activity over the last 30 days?
- 2
How have you verified that your revenue data distinguishes between non-recurring setup fees and true repeatable subscriptions?
- 3
Where are the critical tracking gaps in your product analytics that might be disguising user drop-off?
- 4
How consistent is your data collection period across different customer cohorts?
- 5
Which data points relied on manual self-reporting by customers rather than automated system logs?