Engagement & Retention Metrics Tracker + Checklist

Track & Optimise User Engagement

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Tracking engagement and retention (E&R) metrics is the key to understanding how users interact with your product, why they stay, and what drives them away.

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Whether you’re a founder, product manager, or marketer, this Engagement and Retention Metric Tracker is built to help you define, monitor, and act on the metrics that matter most.

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What Is the Engagement and Retention Metric Tracker?

This tracker is a structured, actionable tool designed to help you measure the success of your product. It goes beyond simply listing metrics—it gives you a framework to:

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→ Define key metrics tailored to your product.

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→ Understand why each metric is important and how to use it.

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→ Extract actionable insights to improve user engagement and retention.

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→ Assign responsibility and track progress across teams.

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Why Should You Use This Tracker?

1. The tracker turns raw data into clear, actionable steps for growth.

2. With defined ownership and clarity, everyone works toward the same goals.

3. By defining each metric explicitly, you eliminate confusion and ensure consistent reporting across teams.

4. It prevents metric overload by helping you prioritise only the most impactful KPIs.

How to Get Started

1. Download the Tracker

‍Get the template and open it in your notion workspace

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2. Customise Your Metrics‍

Define what success looks like for your product by filling in the “Your Product Definition” column for each metric.

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3. Assign Ownership‍

Use the “Owner” field to delegate responsibility for tracking and improving each metric.

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4. Analyse and Act‍

Review the “Insights Gained” and “Next Action Plan” sections to determine what steps to take next.

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5. Iterate Over Time‍

Revisit your metrics regularly to ensure they still align with your goals and your product’s growth stage.

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Frequently asked questions

What is a Notion template?

A Notion template is any publicly shared page in Notion that can be duplicated. They allow you to duplicate other workflows and systems that you want to use.

How to duplicate a template?

After your purchase, you will receive a template link. Open the link, then click on duplicate on the top right corner, then choose the workspace you'd like to duplicate into. If you're logged out or don't have a Notion account, you'll be prompted to sign in or create one first.

Do I need to pay for Notion to use a template?

No. You will just need a free account plan in Notion to use a template.

How do I know which metrics are right for my product?

Start by aligning metrics with your business goals. If your focus is growth, track metrics like DAU, WAU, or sign-ups. For retention, focus on churn rate, customer retention rate (CRR), or NPS. The tracker includes examples to guide you.

What if I’m new to engagement and retention metrics?

This tracker is beginner-friendly. Each metric includes examples, definitions, and a “Why It Matters” section to help you understand its relevance and usage.

How often should I review my metrics?

The tracker includes a “Tracking Frequency” column to guide you. Metrics like DAU might require weekly tracking, while others like ARR are better reviewed quarterly.

Can I expand the tracker as my business grows?

Absolutely! The tracker is scalable and designed to evolve with your product. Add new metrics, redefine goals, or adjust action plans as needed.