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SaaS Event Tracking Plan Generator

Generate a simple tracking plan for your SaaS. Know what to track before adding analytics everywhere.

No account required. Built for indie makers and product builders.

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Why this tool exists

Most SaaS teams over-instrument too early. This generator helps you define the core events, properties, activation metric, and first dashboard before your analytics setup turns into noise.

If you want to ship the plan faster, explore BSData, browse more free tools, read the FAQ, or compare plans on the pricing page.

Generate your SaaS tracking plan

Keep the first version small. Focus on acquisition, activation, conversion, and retention.

What you will get

A practical event tracking plan with a small set of essential events, suggested properties, and dashboard guidance.

The generator keeps the first version intentionally narrow so you can instrument your product faster and avoid analytics overload.

Acquisition events that qualify traffic, not vanity clicks.
Signup and onboarding milestones tied to real user progress.
Activation and conversion events in snake_case with clear properties.
Retention signals based on repeated core usage.
Copy-friendly Markdown you can move into docs, Notion, or Linear.

Example Markdown preview

# Bonson SaaS Tracking Plan

Product type: Micro SaaS

## Event naming convention
- Use snake_case for every event name.
- Prefer business actions over UI interactions, for example user_signed_up instead of green_button_clicked.
- Use one canonical event per milestone and attach context as properties instead of creating many near-duplicate events.
- Keep names in past tense for completed milestones and use *_started only for meaningful funnel entry points.

## Tracking plan

| Funnel step | Event name | Properties | Why it matters |
| --- | --- | --- | --- |
| Acquisition | landing_page_viewed | page, source, campaign, referrer | Shows which acquisition channels bring relevant traffic into the top of your funnel. |
| Acquisition | pricing_page_viewed | source, campaign, plan | Acts as a high-intent signal before signup or checkout and helps qualify traffic quality. |
| Acquisition | signup_cta_clicked | location, source, campaign | Helps you see which pages and messages actually move visitors toward product usage. |
| Signup / onboarding | signup_started | method, entry_point, source, campaign, method:magic_link | Measures whether your signup entry point is compelling enough to start account creation. |
| Signup / onboarding | user_signed_up | method, plan_intent, workspace_type, method:magic_link | Marks the first committed user identity and gives you a clean top-of-funnel product metric. |
| Signup / onboarding | onboarding_completed | method, time_to_complete_seconds, steps_completed | Separates signups from users who actually finish the setup path needed to reach activation. |
| Activation | first_create_the_first_project | template, workspace_type, time_from_signup_minutes | This is the first proof that a new account attempted the core action instead of just creating an account. |
| Activation | first_project_created | time_from_signup_minutes, setup_variant, project_type | Represents the activation moment you defined, so you can measure how quickly users reach first value. |
| Conversion | checkout_started | plan, price, currency, billing_period | Captures commercial intent before payment succeeds, which helps you diagnose checkout drop-off. |
| Conversion | subscription_started | plan, price, currency, billing_period | Marks the move from interest to revenue and should stay close to the actual billing completion event. |
| Retention | user_returned | days_since_last_seen, plan, source | Tells you whether users come back after the first session instead of churning immediately. |
| Retention | create_the_first_project_repeated | period, count_in_period, plan | Repeated core usage is a stronger retention signal than generic session counts or page views. |

## Recommended event properties
- source
- campaign
- plan
- pricing_model
- signup_method
- time_from_signup_minutes
- workspace_type
- template
- billing_period
- days_since_last_seen

## North Star Metric
- Weekly active accounts completing the core action

## Activation Metric
- Weekly percentage of new signups reaching first_project_created.

## First dashboard recommendation
- A simple funnel: landing_page_viewed -> signup_started -> user_signed_up -> onboarding_completed -> activation event.
- A channel table showing source and campaign versus signups, activation rate, and conversion rate.
- A weekly trend for first_project_created and subscription_started so you can see whether usage and revenue move together.

## Events to avoid tracking too early
- Every button click and every modal open.
- Tiny UI states that do not change funnel understanding.
- Dozens of onboarding step events if only one completion milestone matters.
- Complex cohorting before you have consistent activation and conversion data.

What is a SaaS tracking plan?

A SaaS tracking plan is a simple operating document for product analytics. It defines the events you track, the properties you attach, the activation metric you care about, and the reason each event matters. A good saas tracking plan keeps your instrumentation small enough to maintain and useful enough to support product decisions.

For early-stage products, the best event tracking plan template is usually one page long. If your product analytics tracking plan feels like a data warehouse project, it is probably too heavy.

What events should a SaaS track?

Start with the events that explain the funnel: acquisition, signup, onboarding completion, activation, conversion, and retention. For many products that means a compact set such as landing_page_viewed, user_signed_up, onboarding_completed, first_project_created, checkout_completed, and user_returned.

That small set gives you a product analytics checklist you can actually act on. You do not need fifty events to understand whether users reach value or pay.

How to name product analytics events

Use a consistent event naming convention in snake_case and name events after user outcomes, not UI details. Prefer user_signed_up, onboarding_completed, first_project_created, checkout_started, checkout_completed, and user_returned over button_green_clicked or modal_opened.

A stable event naming convention makes your dashboards readable, your docs easier to maintain, and your engineering handoff much simpler.

Common analytics mistakes

The biggest mistake is analytics overload. Teams track every click, every tab change, and every modal instead of tracking the few saas analytics events that explain product progress. Another common mistake is skipping properties like source, campaign, plan, or signup method, which makes the data harder to analyze later.

A third mistake is not defining an activation metric for SaaS. If you do not know what activation looks like, you cannot tell whether onboarding works.

Example SaaS event tracking plan

This example shows how a micro SaaS can keep product analytics lean while still covering acquisition, activation, conversion, and retention.

Use this plan with BSData

Funnel step	Event name	Properties	Why it matters
Acquisition	landing_page_viewed	page, source, campaign, referrer	Shows which acquisition channels bring relevant traffic into the top of your funnel.
Acquisition	pricing_page_viewed	source, campaign, plan	Acts as a high-intent signal before signup or checkout and helps qualify traffic quality.
Acquisition	signup_cta_clicked	location, source, campaign	Helps you see which pages and messages actually move visitors toward product usage.
Signup / onboarding	signup_started	method, entry_point, source, campaign, method:magic_link	Measures whether your signup entry point is compelling enough to start account creation.
Signup / onboarding	user_signed_up	method, plan_intent, workspace_type, method:magic_link	Marks the first committed user identity and gives you a clean top-of-funnel product metric.
Signup / onboarding	onboarding_completed	method, time_to_complete_seconds, steps_completed	Separates signups from users who actually finish the setup path needed to reach activation.
Activation	first_create_the_first_project	template, workspace_type, time_from_signup_minutes	This is the first proof that a new account attempted the core action instead of just creating an account.
Activation	first_project_created	time_from_signup_minutes, setup_variant, project_type	Represents the activation moment you defined, so you can measure how quickly users reach first value.
Conversion	checkout_started	plan, price, currency, billing_period	Captures commercial intent before payment succeeds, which helps you diagnose checkout drop-off.
Conversion	subscription_started	plan, price, currency, billing_period	Marks the move from interest to revenue and should stay close to the actual billing completion event.
Retention	user_returned	days_since_last_seen, plan, source	Tells you whether users come back after the first session instead of churning immediately.
Retention	create_the_first_project_repeated	period, count_in_period, plan	Repeated core usage is a stronger retention signal than generic session counts or page views.

Related tools

Once your event list is clear, define the one metric that tells you whether new users really reach value and standardize the event names your team will use.

SaaS Activation Metric Generator Event Naming Convention Generator Product Analytics Checklist Generator

FAQ

What is an event tracking plan?

An event tracking plan is a document that defines which user actions you track, how you name them, which properties you attach, and why each event matters to your SaaS funnel.

What events should I track in a SaaS?

Start with a small set: acquisition, signup, onboarding completion, activation, checkout or upgrade, and a retention event tied to repeated core usage.

What is an activation event?

An activation event is the first meaningful action that proves a new user reached value, such as creating the first project, sending the first report, or inviting a teammate.

How should I name analytics events?

Use clear snake_case names based on business actions, such as user_signed_up, onboarding_completed, first_project_created, or checkout_completed.

Should I track every user action?

No. Early-stage SaaS products usually learn more from a focused set of funnel events than from tracking every click, hover, and UI state.

What dashboard should I create first?

Build one dashboard with a basic funnel, a source table, and weekly trends for activation and conversion. That is enough to guide early product decisions.