Sample report. This is a redacted example for a fictional SaaS company (Acme Analytics). Your report is generated from your answers and business type.

SaaS diagnostic · Example

Revenue Leak Report

Acme Analytics · Sample generated report

Executive summary

Funnel health score

21/100

At risk

Total estimated monthly loss

$40,448

If you fix only one thing this month

Focus on Expansion leak — Add in-app prompts when customers approach plan caps.

Quick wins (under 1 hour each)

✓Add in-app prompts when customers approach plan caps.
✓Identify your top 3 churn reasons via exit surveys and support tags.
✓Set a 1-hour SLA for inbound sales inquiries.

Total estimated monthly revenue loss

$40,448

Fixing your top 3 leaks could recover a meaningful share of this over the next 90 days.

Top 3 leaks to fix first

Expansion leak

High · 90/100

$21,187 /month estimated loss

With no upsell paths, you're leaving revenue on the table from accounts that would pay more for more value.

Fix first:

→Medium effortDefine 2–3 natural upgrade triggers based on usage limits.
→Quick winAdd in-app prompts when customers approach plan caps.
→StrategicBundle adjacent features into a higher tier with clear ROI.

Retention leak

High · 75/100

$6,961 /month estimated loss

Healthy SaaS monthly churn: under 3%

At 8% monthly churn, you're replacing customers faster than you should. Each point of churn compounds into significant lost MRR.

Fix first:

→Quick winIdentify your top 3 churn reasons via exit surveys and support tags.
→Medium effortBuild a 30/60/90-day success playbook for new accounts.
→StrategicProactively reach out when usage drops below a healthy threshold.

Response leak

High · 95/100

$3,619 /month estimated loss

Best-in-class demo response: under 1 hour

Demo and pricing requests are answered in over 24 hours on average — slow response stalls high-intent buyers.

Fix first:

→Quick winSet a 1-hour SLA for inbound sales inquiries.
→Medium effortAdd live chat or chatbot for pricing page visitors.

30-day action plan

Week 1 — Quick wins

→Add in-app prompts when customers approach plan caps.
→Identify your top 3 churn reasons via exit surveys and support tags.
→Set a 1-hour SLA for inbound sales inquiries.

Week 2 — Build momentum

→Define 2–3 natural upgrade triggers based on usage limits.
→Build a 30/60/90-day success playbook for new accounts.

Week 3 — Deeper fixes

→Add live chat or chatbot for pricing page visitors.

Week 4 — Strategic

→Bundle adjacent features into a higher tier with clear ROI.
→Proactively reach out when usage drops below a healthy threshold.

All leak categories

Acquisition leak

High risk · 68/100

$2,183

/month est.

Conversion leak

High risk · 83/100

$3,469

/month est.

Billing / recovery leak

Medium risk · 64/100

$3,029

/month est.

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