Overview

Now you can be aware of where revenue within onboarding and prepare your team on when they can expect customers to graduate from onboarding.

User Access

All internal users can access this report (Admins, Managers, Guides, Task Owners, Contributors).

Understanding the Project Health Report

Revenue by Status

This tells you status of where revenue is (is it late, on time, or on hold?)

Completed Projects with Forecasted Projects

Need to understand what the workload looks like for you or your team? Check this visualization out to understand how busy you've been in past months and how busy it looks like you'll be in the coming months!

How much revenue is on hold

This visualization will help you pinpoint which projects are On Hold and how much revenue is at risk if the project isn't completed.

Projects forecasted to finish in the next seven days

Schedule this report for delivery to CSMs on a weekly basis so they can prepare to catch clients fresh out of onboarding!

On-time projects GUIDEcx forecasts to be late

Depending on the activity on each project we can tell if a project will trend on time, early, or late. This visualization will help you identify which projects/customers are at risk of being late - use this to jump in and engage with them so they stay on track!

Projects forecasted to be ahead of schedule this month

When you and your customers are moving faster than anticipated your forecasted end date will be earlier than your planned end date. Use this visualization to see which projects can be wrapped up ahead of schedule!

Best Practices

Use the Template Filter to filter by specific templates. i.e. I want to see how my projects that use the "30 day Onboarding Template" are doing.
Use the Project Manager(s) Filter to filter by specific team members. i.e. I want to see how my team is doing in respect to completing projects on time.
Use the Project Tag(s) Filter to filter by specific tags. i.e. I want to see how all my GOLD VIP clients are doing.
Use a combination of all three to get a solid idea of which projects you should keep an eye on!
Make sure you and your team as populating the "Cash Value" field when creating projects. That will allow for accurate forecasting!

FAQs

How come my revenue isn't showing any dollar amounts?

If you don't see revenue populating, that means that you aren't adding a "Cash Value" to your projects during the project creation phase. Check out this article to learn about adding cash value.

Can I download or share this data with non-GUIDEcx users?

Absolutely. Check out these instructions.

Can I drill down into the specifics of each visualization?

Yes you can! Simply click into the data you want to explore and it will take you to the information you are looking for.