For project management tools: which templates and invites start workspaces that pay.

01How they sell

• FreemiumA free tier capped by members, projects or features; a workspace upgrades when the team hits the cap, sometimes months after the owner's first visit.
• SubscriptionPer-member plans, monthly or annual, with a business tier for permissions and admin controls as teams get larger.

02Payments it reads

• StripeWorkspace plans bought from the billing page inside the app through Checkout; renewals and member changes arrive as invoices on the same subscription.
• PaddleUsed by tools selling to teams in many countries that want tax and invoices handled by a merchant of record.

03Where buyers come from

• Template searchesSearches for a sprint plan, content calendar or launch checklist land on template pages, and those visitors use the template long before anyone pays.
• Teammate invitesInvited members arrive from an email link with no referrer; tag the invite link with UTMs and invites become a campaign of their own.
• Productivity YouTubeCreators who show their own setup send viewers who copy it; a UTM link in the description keeps the source.
• Integration directoriesListings in a chat or calendar tool's app directory bring teams already working in that tool.
• AI assistantsPeople asking an assistant for a tool that suits a team of their size arrive as AI referrals, with their revenue beside them.

04What Tally answers

1. Which template pages start workspaces that later pay?

   The page breakdown lists landing pages with the revenue of the visitors they brought, so a template that fills the top of the funnel can be checked against what its visitors went on to pay.

   Sources with revenue

2. Where do new workspaces stall before upgrading?

   Send in-app steps as goals, such as project created, teammate invited and billing opened, and build a funnel from them; it shows how many visitors reach each step and the revenue of those who did.

   Goals and funnels

3. How long does a workspace stay free before it pays?

   Path to purchase gives the median time from a buyer's first visit to their first payment and the share who pay on the first visit. With a free tier, that median is the time teams spend free before paying.

   Path to purchase

4. What does a new user actually do in the first session?

   Session replay, once you turn it on, plays back visits with inputs masked, so you can watch where a first-time user hesitates during onboarding without seeing what they typed.

   Session replay

5. Do teams from integrations outlast teams from search?

   Lifetime value by first source lists customers, lifetime revenue, renewals and repeat rate for each source, so an integration listing's teams and search's teams are compared on what they paid over time.

   Lifetime value

05Numbers worth watching

Goal conversion

The share of visitors who reach an in-app step such as inviting a teammate, the step most worth moving earlier.

Median time to buy

The median time from first visit to first payment; a change to the free tier's limits should move it.

Revenue by source

Revenue behind each landing page and source, which ranks templates by what they earned rather than how many people opened them.

Renewals

Renewals by first source show whether the teams a channel brings keep their workspace paid after the first term.

06An example

07Setting up

1. React and ViteIf the app is a single-page app built with Vite, add the tag to index.html; route changes through the history API count as pageviews.
2. StripePass the visitor's id into the metadata of the Checkout Session the billing page creates, since an upgrade started inside the app never passes the pricing page.
3. Call tally('identify', { email }) after sign-up, so an owner who upgrades from another device still links by email.
4. Add UTMs to the link in invite emails, so invited teammates show as their own campaign.

08Questions

• Is a teammate who joins by invite counted as a visitor?

  Yes, as their own visitor once they land on a page with the tag. They aren't merged with the person who invited them, and their visit isn't credited with the owner's payment.

• Our upgrade happens inside the app, not on the website. Does it link?

  Yes, if the app runs the tag and puts the visitor's id in the Checkout Session, or calls identify with the user's email. The credit still goes to the last visit that didn't come direct, which may be weeks earlier.

• Do hash-based routes in our app count as pages?

  Yes, with data-hash on the tag. Without it, only route changes through the history API count as new pageviews.