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Industry templates Ten industry templates, ready on day one

Each template is an industry pack inside the product: an event list, metric formulas, dashboards and funnels installed together. Add the snippet, pick your industry, map a few required events, and the business dashboard fills the same day. No tracking plan to write first.

  • 10 industry packs
  • 111 predefined events
  • 159 metrics with formulas
  • 18 business dashboards
Start freeBrowse all templates

Ten templates power eleven industry solutions; the cross-border solution reuses the ecommerce pack.

app.tapcub.com
All-platform analyticsBusinessIndustry packsAllInstalledSearch packs
Installed

Ecommerce & retail

14 metrics · 2 dashboards · 2 funnels

Open dashboard

B2B / SaaS

19 metrics · 2 dashboards · 3 funnels

Install

Content & media

16 metrics · 2 dashboards · 3 funnels

Install

Education

16 metrics · 1 dashboards · 2 funnels

Install

Finance

14 metrics · 2 dashboards · 3 funnels

Install

Games

20 metrics · 5 dashboards · 3 funnels

Install

Lead gen

14 metrics · 1 dashboards · 2 funnels

Install

Healthcare

17 metrics · 1 dashboards · 2 funnels

Install

Real estate

14 metrics · 1 dashboards · 2 funnels

Install

Automotive

15 metrics · 1 dashboards · 3 funnels

Install
Sample data
Catalog

Find a template by industry, or by the problem you need to solve

Search by industry or event name (purchase, lead_submit), or switch by scenario: online transactions, in-store visits, subscriptions and accounts, lead capture, server-side revenue events.

Showing 10 of 10 templates

Ecommerce & retail

The full transaction line from item view to payment and refund, with GMV, average order value, add-to-cart rate and refund rate ready on install.

9 events14 metrics2 dashboards2 funnels

View template details

B2B / SaaS

Signup, onboarding, feature adoption, trial, subscription, expansion and churn, measured per account with MRR out of the box.

13 events19 metrics2 dashboards3 funnels

View template details

Content & media

Discovery, consumption, engagement, subscription and cancellation, with one event set shared by articles, courses, video and audio.

12 events16 metrics2 dashboards3 funnels

View template details

Education

Enrollment marketing, trial classes, paid enrollment, attendance, renewal and referral, with campuses and teachers as groups.

10 events16 metrics1 dashboards2 funnels

View template details

Finance

Account opening, KYC, deposit and trading, plus the insurance variant: quote, policy, renewal and claim.

12 events14 metrics2 dashboards3 funnels

View template details

Games

Five typed event families (progression, resource, monetization, design, error), three subjects (account, character, server) and five dashboards.

14 events20 metrics5 dashboards3 funnels

View template details

Lead gen

Ad, landing page, lead, callback, appointment, arrival and deal on one line, so ad spend matches the deals in your CRM.

9 events14 metrics1 dashboards2 funnels

View template details

Healthcare

Articles, consultation, appointment, check-in, payment, follow-up visit and call, with minimal collection by default and no clinical content sent.

11 events17 metrics1 dashboards2 funnels

View template details

Real estate

Listing search, phone lead, viewing, reservation, contract and payment, with listings as properties, agents as groups and hashed phone numbers.

10 events14 metrics1 dashboards2 funnels

View template details

Automotive

Model view, quote, test drive, store visit, order, delivery and after-sales service, with models as properties and sales consultants as groups.

11 events15 metrics1 dashboards3 funnels

View template details
Template details

See exactly what each template installs before you install it

Every block below is generated from the real pack definition in the product: event names, required flags, metric formulas, dashboard cards and funnel steps match the console. Dashboard previews use sample data.

Pack 01

Ecommerce & retail

The full transaction line from item view to payment and refund, with GMV, average order value, add-to-cart rate and refund rate ready on install.

9 events14 metrics2 dashboards2 funnels

Built for

  • Standalone stores, shopping mini programs and brand apps
  • Multi-store retail that ranks stores as groups
  • Teams already on the Ecommerce & revenue module who want funnels and retention

Search / view item → add to cart → checkout → purchase → refund. Event names match the default mapping of the Ecommerce & revenue module (view_item / add_to_cart / begin_checkout / purchase / refund), so a store that already has that module gets data immediately. purchase and refund must be sent from the server, deduplicated by order number as insert_id. Multi-store retail treats each store as a group.

Subjects

Buyer· personStore· groupItem· property
Install this templateSee the industry solution

Example scenario: A DTC brand moved purchase to a server-side call deduplicated by order number. GMV matched the order system within 0.3%, and refund rate sat next to GMV on one dashboard for the first time.

Dashboard preview: Store performance

app.tapcub.com
All-platform analyticsBusinessStore performanceLast 14 daysAll platforms

GMV

$86,400

▲ 12.4%

Orders

48,213

▲ 3.1%

Average order value

$12,980

▼ 2.0%

Purchase conversion

52.0%

▲ 0.8%

Purchase funnel

7-day window

View item

2,400

Add to cart

1,248

Begin checkout

674

Purchase (paid)

508

GMV and orders

This periodPrevious period
Sep 19Sep 22Sep 25Sep 28Oct 1Oct 2
Sample data

dashboards

  • Store performance4 KPI · 1 funnel · 1 trend · 1 retention · 1 distribution · 2 table
  • Catalog and conversion4 KPI · 1 funnel · 2 trend · 1 table

funnels

  • Purchase funnel7-day windowView item → Add to cart → Begin checkout → Purchase (paid)
  • Search to purchase7-day windowSite search → View item → Purchase (paid)

9 events included

4 required, the rest are optional
EventMeaningSent fromRequired
searchSite searchWeb · Mini program · AppOptional
view_itemView itemWeb · Mini program · AppRequired
add_to_wishlistAdd to wishlistWeb · Mini program · AppOptional
add_to_cartAdd to cartWeb · Mini program · AppRequired
remove_from_cartRemove from cartWeb · Mini program · AppOptional
view_cartView cartWeb · Mini program · AppOptional
begin_checkoutBegin checkoutWeb · Mini program · AppRequired
purchasePurchase (paid)ServerRequired
refundRefundServerOptional

14 metrics included

The formula is the definition; edit it after install

  • GMVAmount

    PROPSUM(purchase.revenue)

  • OrdersCount

    TOTALS(purchase)

  • BuyersCount

    UNIQUES(purchase)

  • Average order valueAmount

    PROPSUM(purchase.revenue) / TOTALS(purchase)

  • Item viewersCount

    UNIQUES(view_item)

  • Add-to-cartsCount

    TOTALS(add_to_cart)

  • Add-to-cart usersCount

    UNIQUES(add_to_cart)

  • Add-to-cart ratePercent

    UNIQUES(add_to_cart) / UNIQUES(view_item) * 100

  • Purchase conversionPercent

    UNIQUES(purchase) / UNIQUES(view_item) * 100

  • Checkout completionPercent

    TOTALS(purchase) / TOTALS(begin_checkout) * 100

  • SearchesCount

    TOTALS(search)

  • Refund amountAmount

    PROPSUM(refund.revenue)

  • RefundsCount

    TOTALS(refund)

  • Refund ratePercent

    TOTALS(refund) / TOTALS(purchase) * 100

Install in three steps

No tracking plan needed first. After the snippet is in, three steps get the dashboard filled the same day.

Install this template
  1. 1Open Industry packsIn the console go to All-platform analytics › Business › Industry packs. All ten packs are listed with their install status.
  2. 2Install the templatePick Ecommerce & retail and install: 2 dashboards, 2 funnels and every metric are created at once; events start with their default names.
  3. 3Map the required eventsThis pack has 4 required events: view_item add_to_cart begin_checkout purchase。Of these, purchase refund can only be sent from the server; use the order or document number as insert_id to deduplicate.

Metric names, formulas and dashboards can all be edited after install. Reinstalling never overwrites your changes.

How templates work

Install, map events, get dashboards

A template is not a static screenshot. It is a set of definitions that update with your data: events, metrics, dashboards and funnels reference each other, so a change in one place applies everywhere.

  1. 1

    Install the pack

    Events, metrics, dashboards and funnels are created in one go. Metric definitions are saved as formulas you can read and edit at any time.

  2. 2

    Map your events

    Already using your own event names? Map them to the pack’s events, no code change. Missing required events are flagged on the dashboard.

  3. 3

    Dashboards fill in

    Once mapped, dashboards, funnels and retention backfill from existing data. Revenue metrics like GMV and MRR complete as server events arrive.

Traceable definitionsEvery metric states its TOTALS / UNIQUES / PROPSUM formula, identical to the console’s metric library.
Subjects and rankingsAccounts, stores, campuses and agents are groups, so rankings and group retention work on install.
Updated with releasesPack upgrades only add; they never overwrite your edits. Changes are listed in the product changelog.
Matching solutions

Every template has a solution page

The solution page explains what to look at in your industry, how, and who reads it. The template page shows what gets installed. They link both ways; start wherever you like.

Ecommerce & retailEcommerce pack · GMV and refunds on one board Cross-border ecommerceReuses the ecommerce pack · market and currency splits B2B / SaaSSaaS pack · account retention and MRR Content & mediaContent pack · completion, engagement, subscriptions EducationEducation pack · trial to enrollment to renewal FinanceFinance pack · account opening plus insurance GamesGame pack · five event families, five dashboards Lead genLead pack · ad spend to closed deals HealthcareHealthcare pack · appointments, visits, revisits Real estateProperty pack · viewings to contracts AutomotiveAuto pack · test drives to deliveries
All industry solutionsBy role: growth and operations
Customize and export

The template is a starting point, not a ceiling

Every definition in a pack can be changed: rename it, edit the formula, add a breakdown by channel or store, or export the results to your own warehouse.

  • Edit metrics: duplicate a metric and change its formula, e.g. average order value net of refunds; the original stays
  • Add breakdowns: any dashboard card splits by channel, platform, country or group without rebuilding the board
  • Add events: custom events outside the template are tracked as usual and can go straight into funnels and formulas
  • Export: dashboards and reports to CSV, metrics by day through the Query API, and MCP so an AI assistant can query them directly

Example scenario: A retail team duplicated the ecommerce pack’s checkout completion as a per-store metric split by group=store, spotted an abnormal QR-payment failure rate at two stores and fixed the POS configuration the same day.

About the data platform and exports
app.tapcub.com
metrics/checkout-rate.json
{
  "name": "Checkout completion",
  "kind": "formula",
  "formula": "TOTALS(purchase) / TOTALS(begin_checkout) * 100",
  "format": "percent",
  "breakdown": ["channel", "group:store"]
}

Edit a metric

  1. DuplicateCopy “Average order value” in the metric library
  2. Change the formulaNumerator becomes PROPSUM(purchase.revenue) − PROPSUM(refund.revenue)
  3. Add a breakdownSplit by group:store and save as a dashboard card

Ways to export

All plans
  • Dashboard / report to CSVCurrent filters appliedCSV
  • Query APIMetrics and rows by dayAPI
  • MCP serverAI assistants query metrics directlyMCP
  • Scheduled reportsEmail, WeCom, Feishu, DingTalkSchedule

Pack metrics

159

Breakdown kinds

4

Export routes

3

Report channels

4

Sample data
FAQ

Questions about industry templates

The questions we hear most before an install.

Still have a question?

Chat with the team behind TapCub — we usually reply within a few hours on business days.

Chat with usHelp center
Will installing a template change my existing data or dashboards?

No. Installing only adds the pack’s metrics, dashboards and funnels. Existing dashboards, events and custom metrics stay as they are. Event mapping links your current event names to pack events without altering historical data.

My event names are different from the template’s. What now?

Map your existing events to the pack’s events in Event mapping; one pack event can take several of yours. Funnels and retention backfill from existing data once mapping is done, no need to wait for new events.

Which events must be sent from the server?

Events that carry amounts or documents: purchase and refund in ecommerce, subscriptions and payments in SaaS, deposits and policies in finance, enrollment payments in education. Amounts must come from the back end, and the order number as insert_id prevents double counting.

Can I install more than one pack?

Yes. Schools often install Education together with Lead gen. Events from different packs do not conflict, and a shared event such as lead_submit uses one set of data.

Do the metric definitions here match the console’s metric library?

Yes. The events, formulas, dashboard cards and funnel steps on this page are generated from the same pack definitions the product uses. Pack names are stored in Chinese in the console; the English interface shows translations.

Are templates available on the Free plan?

Yes. All ten packs install on every plan. Plans differ in data retention (Free 6 months, Pro 12 months, VIP 24 months and more) and event quota; the pricing page has the full table.

Pick an industry pack and see your business dashboard today

Add the ~2 KB snippet, install the template, map a few required events. Every template is available on the Free plan.

Start freeSee the industry solutions first