Description: 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. Key Features Requested: Onboarding checklists that are trackable per user Visual progress indicators (e.g., % complete, step count) Role-based onboarding templates (BDR, AE, Account Manager, etc.) 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.
...read more