Product / Free editable template

Free trial conversion analysis template

Knowing when and why trial users upgrade tells you where to focus onboarding. This board charts upgrades by day of a 14-day trial, compares conversion rates for users who took key actions in their first week, such as inviting a teammate or connecting data, and tracks conversion by monthly cohort.

Use this template →See the example ↓

No account needed · Opens as your own editable page

Preview the free trial conversion analysis

View full-size preview ↗
Free trial conversion analysis example showing upgrades by trial day, conversion by first-week action, monthly cohort table
Everything in this example is editable. Replace the labels, move the shapes and adapt the layout to your work.

How to use this template

  1. Chart when people upgrade

    Count upgrades by trial day. Peaks show which emails or prompts drive the decision.

  2. Compare first actions

    For each key action, compare the conversion rate of trial users who did it with those who did not.

  3. Nudge the best action

    Prompt the action with the biggest difference early in the trial, then watch the cohort table.

Questions about this template

Does it work for a 7-day or 30-day trial?

Yes. Change the trial-day axis on the upgrades chart to match your trial length, then update the first-week actions and cohort table with your own data.

Do I need an account to use it?

No. Open the template and edit it in your browser. Your work saves on this device. An account is optional if you want to sync your workspace.

Can I export the finished diagram?

Yes. Use Export in the editor to save a PNG, SVG or PDF, or download an editable .epicdraw backup.

More Product templates →