Product-led onboarding metrics framework

If you’re onboarding users but not tracking how it’s going, are you even really onboarding?

Whether you're optimizing flows or just getting started with product-led onboarding, this framework helps you define the metrics that truly show impact – from engagement and retention to revenue and referrals.

What is a product-led onboarding metrics framework?

This framework is a practical document that helps you choose, track, and optimize key metrics tied to your onboarding experience.

It covers essential metrics across:

• User engagement
• Conversion and upgrade rates
• Revenue growth
• Customer satisfaction

You’ll enter your current and target values, then use the template as a performance benchmark and progress tracker as you iterate on your onboarding strategy.

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Who is it for?

This one’s for anyone who’s serious about delivering a high-performing, product-led onboarding experience.

Ideal for:

• Product managers who want to show the impact of onboarding on key product metrics
• Product ops looking to standardize metric tracking across teams or experiments
• Growth and onboarding teams who need a clear way to track user progression and optimize activation

If you’re tired of chasing vague engagement numbers, this template brings structure, clarity, and focus.

How to use the template

Using the onboarding metrics framework is as straightforward as filling in two columns – but the value you’ll get is huge.

1. Browse the suggested metrics and choose the ones that fit your product or onboarding goals.
2. Enter your current values and your target values post-onboarding improvements.
3. Use the categories to identify where each metric fits – from user engagement to revenue growth.
4. Track changes over time and align cross-functional teams around what success actually looks like.

Need to tweak the metrics or add custom ones? It’s a spreadsheet – make it yours.

Get your product-led onboarding metrics framework

Product-led onboarding metrics

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