Onboarding
Track customer onboarding progress and completion
Active Onboardings
6
Avg Completion Rate
62%
Avg Time to Complete
17 days
Completed This Month
4
Onboarding Funnel
Step completion rates across all customers
Account Setup
100%
12/12
Data Import
75%
9/12
Integration
58%
7/12
First Report
42%
5/12
Trained
33%
4/12
| Customer | Plan | Start Date | Progress | Current Step | Days | Status | |
|---|---|---|---|---|---|---|---|
| Acme Corp | Enterprise | Jul 15, 2026 | 80% | Trained | 24 | in progress | |
| Nexus Tech | Custom | Jul 20, 2026 | 60% | First Report | 19 | in progress | |
| CloudPeak Solutions | Growth | Jun 10, 2026 | 100% | Completed | 14 | completed | |
| Prism Data Labs | Enterprise | Jul 1, 2026 | 40% | Integration | 38 | stalled | |
| Vortex AI | Custom | Jun 1, 2026 | 100% | Completed | 18 | completed | |
| Blueprint.io | Starter | Jul 25, 2026 | 20% | Data Import | 14 | in progress | |
| Stellar Ops | Enterprise | May 15, 2026 | 100% | Completed | 21 | completed | |
| Zephyr Labs | Starter | Jun 20, 2026 | 20% | Data Import | 49 | abandoned | |
| Quantum SaaS | Growth | Jul 28, 2026 | 40% | Integration | 11 | in progress | |
| Ironclad Dev | Custom | May 20, 2026 | 100% | Completed | 16 | completed | |
| Atlas CRM | Growth | Aug 1, 2026 | 20% | Data Import | 7 | in progress | |
| PeakFlow Analytics | Growth | Jul 10, 2026 | 60% | First Report | 29 | in progress |