Onboarding Tracker

Manage and monitor the activation phase for newly signed clients.

Avg. time-to-value

14.6 days

Target: under 12 days

Active onboardings

14

4 need attention

Completion rate

71%

On track or finalizing

At risk / delayed

4

Needs owner follow-up

Active onboarding sessions
BR

Beacon Robotics

SaaS · Pro Plan

Data Integration

Step 4 of 6

65%
8 / 12 done11 daysPriya AnandOn Track
IF

Ironwood Freight

Enterprise · Custom

Security Audit

Step 2 of 8

25%
3 / 16 done21 daysMarcus WebbDelayed
CA

Cascade Analytics

Startup · Seed

User Training

Step 5 of 5

95%
9 / 10 done8 daysElena VossFinalizing
LS

Larkspur Studios

Agency · Tier 2

Configuration

Step 3 of 6

45%
5 / 11 done14 daysPriya AnandOn Track
ML

Meridian Legal Partners

SaaS · Team Plan

Kickoff Scheduling

Step 1 of 6

10%
1 / 12 done24 daysDante RuizAt Risk
CF

Coppergate Finance

Enterprise · Custom

Data Migration

Step 6 of 9

62%
11 / 18 done18 daysNaomi CrossOn Track
WC

Wraith Cybersecurity

SaaS · Pro Plan

SSO Setup

Step 2 of 5

35%
4 / 9 done9 daysOwen FairweatherOn Track
TL

Tidewater Logistics

Enterprise · Custom

Stakeholder Review

Step 3 of 7

30%
4 / 15 done26 daysSana MalikDelayed
BF

Brightloom Foods

Startup · Seed

Brand Asset Collection

Step 2 of 5

40%
4 / 10 done7 daysTrevor LangOn Track
GP

Granite Peak Construction

Agency · Tier 1

Go-Live Prep

Step 6 of 6

98%
13 / 13 done6 daysBianca OrtizFinalizing
Page 1 of 2 · 14 results