It would be great to have a function similar to Average Days to Sale for an onboarding pipeline. I learned that you cannot use custom properties to acheive this and it is crucial for our Customer Success team as a metric that defines our efficiency. Gainsight platform calculates this.
Hi @MBrugger - this is absolutely possible if you're using a HubSpot ticket pipeline for onboarding.
I recorded this video which shows how to calculate the average time to onboarding over different customer cohorts.
If you're looking for a more advanced breakdown of how customers are making progress through your onboarding pipeline I built a robust dashboard with 5 reports for customer onboarding in this video.
Hope these are helpful.
This is what I built 👇
1️⃣ Breakdown of onboarding plans by start month and status
Get a clear view of how long it takes your customers to get onboarded and quickly identify any accounts falling behind the baseline.
2️⃣ Onboarding plans by health + process stage
Use a dynamic onboarding health score updated using an automated workflow and Arrows data to group customers by progress against their plan.
3️⃣ Onboarding by status and rep
Quickly see the distribution of a reps accounts across the onboarding journey and forecast capacity.
4️⃣ Customers with overdue tasks
Easily identify customers who have tasks behind schedule, who is responsible for it, and what they need to do.
5️⃣ Missing onboarding data report
Automatically surface records in HubSpot that are missing critical property values required for a successful onboarding experience.
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