We need a native Onboarding Dashboard within HubSpot to help sales managers track the onboarding progress of new reps and provide reps with a clear path to ramp success. Currently, there’s no built-in way to manage onboarding centrally, leading to manual tracking and inconsistent enablement.
Manager dashboard to view onboarding status across the team
Integration with tasks, playbooks, and HubSpot Academy
Automated reminders and task triggers for incomplete steps
Filtering by rep, team, or onboarding start date
Who This Helps:
Sales reps who need guided onboarding without leaving HubSpot
Sales managers who want real-time visibility into team ramp-up
RevOps teams aiming to standardize and scale sales enablement
Current Limitations:
No centralized dashboard to manage onboarding
Tracking is often done manually via spreadsheets or custom reports
Lack of automation and visibility increases time to productivity
Business Impact:
This feature would help reduce ramp time, improve rep consistency, and give managers actionable insight into onboarding progress. It would also reduce RevOps overhead by automating and standardizing onboarding across teams.