Overview
For customer onboarding teams, this report helps answer one core question:
“Are our onboarding projects on track, and where do we need to step in?”
It brings together key signals - status, timing, and risk - so managers can spot issues early and keep customers moving toward go-live.
Available Filters
Use these filters to focus on the projects that matter most:
Customer – View onboarding projects for a specific customer
Project Status – Filter by on-time, on-hold, completed, late, or cancelled projects
Project Tags – Group projects by onboarding type, region, priority, or team
Project Start Date – Review projects that started in a specific time period
Project End Date – See projects due or completed within a set timeframe
Project Forecasted End Date – Identify projects expected to finish earlier or later than planned
These filters help you quickly isolate onboarding risk without digging into individual projects.
What Question Does Each Card Answer?
Projects Created
“How many onboarding projects have been launched?”
Shows overall onboarding volume.
Total Active Projects
“How many onboarding projects are currently in progress?”
Helps gauge current workload and team capacity.
Completed Projects
“How many onboarding projects have been successfully finished?”
Indicates delivery momentum and throughput.
Late Projects
“Which onboarding projects are already behind schedule?”
Flags immediate risks that may impact customer timelines.
Projects Due This Month
“What onboarding projects need to finish soon?”
Useful for short-term planning and prioritization.
Projects Ahead of Schedule
“Which onboarding projects are progressing faster than expected?”
Highlights positive trends and best-performing projects.
Projects Forecasted Late
“Which onboarding projects are at risk of slipping?”
Provides early warning before deadlines are missed.
Average Project Duration
“How long does onboarding usually take?”
Helps set realistic expectations for customers and internal teams.
Projects by Status / Active Projects by Status
“How are onboarding projects distributed across different statuses?”
Offers a quick visual snapshot of overall onboarding health.
Overdue Tasks by Project
“Which onboarding projects have the most overdue work?”
Pinpoints where delays are building inside projects.
Projects with Most Stuck Tasks
“Which onboarding projects need immediate intervention?”
Helps managers focus attention where progress is blocked.
Projects Started By Month Break By Status Last 12 Months
“How has onboarding volume and performance changed over time?”
Useful for spotting trends, seasonality, or capacity issues.
Best Practices
Review this report weekly to stay ahead of onboarding delays
Focus first on ‘Late’ and ‘Forecasted Late’ projects to prevent escalation
Use overdue task data to identify common onboarding bottlenecks
Compare average project duration to set better onboarding timelines
Filter by customer before check-ins to prepare for proactive conversations
Look for patterns over time to improve onboarding processes and resourcing
Using this report consistently helps teams move from reactive firefighting to proactive onboarding management.
FAQs
Who should use this report?
Customer onboarding managers, implementation leads, and operations teams responsible for project delivery.
How often should I check this report?
Weekly for most teams, or daily during high-volume onboarding periods.
What’s the difference between “Late” and “Forecasted Late”?
Late means the project has already missed a deadline
Forecasted Late means it’s expected to miss a deadline unless action is taken
How does this help improve customer experience?
By identifying risks early, teams can intervene sooner - reducing delays, surprises, and customer frustration.
Can I use this report for a single customer?
Yes. Use the Customer filter to review onboarding health for one account in detail.