The Vault 🔐

8 Essential Reports Your HubSpot Onboarding Dashboard Needs

Fathom

Onboarding

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Onboarding

Track Time to Onboarding Kickoff: Measure Speed and Momentum Post-Sale

Onboarding

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Onboarding

Building an Onboarding Command Center in HubSpot

Onboarding

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Onboarding

Get kickoff calls scheduled quickly with Arrows and HubSpot

Onboarding

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Onboarding

Configure HubSpot company records for customer success

Customer Success

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Customer Success

Identify and support customers stuck in onboarding

Onboarding

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Onboarding

Set up an automation to celebrate your long-term customers

Customer Success

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Customer Success

Show your customer's health score trends with emojis

Ryan Gunn

Customer Success

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Customer Success

Automatically move customers through your onboarding pipeline in HubSpot

Onboarding

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Onboarding

Create the right Arrows plan for each customer segment

Onboarding

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Onboarding

Prompt customers to schedule kickoff calls during onboarding

Onboarding

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Onboarding

Onboarding by Status and Rep: Monitor In-Flight Plans and Team Workload in HubSpot

Onboarding

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Onboarding

Onboarding Tickets Closed by Rep: Measure Team Performance at a Glance in HubSpot

Onboarding

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Onboarding

Measure Average Onboarding Completion Over Time Inside HubSpot

Onboarding

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Onboarding

Average Days to Onboarding Completion: Track and Improve Your Onboarding Efficiency in HubSpot

Onboarding

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Onboarding

Track Onboarding Health in HubSpot and Stay Ahead of At-Risk Customers

Onboarding

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Onboarding

Stay on Top of Customers with Overdue Onboarding Tasks in HubSpot

Onboarding

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Onboarding

Onboarding by Status & Start Month: Track Your Onboarding Plan Success in HubSpot

Onboarding

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Onboarding

Get visibility into onboarding activity with a HubSpot custom report

Sales

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Sales

Report On Revenue Breakdown in HubSpot Deals

Sales

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Sales

Build a customer health score in HubSpot

Customer Success

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Customer Success

Build momentum in your kickoff call follow up emails

Onboarding

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Onboarding

Allow customers to pay to get started with onboarding

Onboarding

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Onboarding

Automatically complete an Arrows task when a customer signs their PandaDoc agreement

Sales

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Sales

Automatically send AI meeting summaries to HubSpot

Customer Success

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Customer Success

Request access to your customer's accounts during onboarding

Onboarding

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Onboarding

Show a pipeline tag when customers haven't viewed your onboarding plan

Onboarding

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Onboarding

Share training or how-to videos during your onboarding process

Onboarding

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Onboarding

Understand CSMs capacity for onboarding customers

Onboarding

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Onboarding

Send AI-meeting summaries to a Slack channel

Customer Success

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Customer Success

Automatically complete an Arrows task when a customer pays their invoice

Sales

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Sales

Move renewal deals through your pipeline based on their upcoming renewal date

Customer Success

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Customer Success

Create subsequent renewal deals in your HubSpot renewal pipeline

Customer Success

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Customer Success

Introduce your onboarding plan to customers

Onboarding

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Onboarding

Quickly identify “customer health” with emojis

Customer Success

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Customer Success

Show a pipeline tag when a customer's onboarding task is overdue

Onboarding

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Onboarding

Integrate product data with HubSpot using Hightouch

Operations

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Operations

Track the status of your Arrows onboarding plans

Onboarding

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Onboarding

Create contacts in HubSpot based on Arrows form field responses

Onboarding

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Onboarding

Prompt your customers to sign an agreement to kick off the onboarding process

Onboarding

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Onboarding

Create a “Today’s Date” property for time-based reporting

Operations

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Operations

Create a renewal pipeline using HubSpot deals

Customer Success

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Customer Success

Collect customer feedback at the end of your onboarding process

Onboarding

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Onboarding

Automatically escalate "at risk" accounts in HubSpot

Onboarding

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Onboarding

Keep your kickoff calls focused on strategy, not information gathering

Onboarding

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Onboarding

Proactively notify your sales team and drive renewals

Sales

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Sales

Report on renewal revenue by type and year in HubSpot

Customer Success

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Customer Success

Ask customers to leave a review at the end of your onboarding process

Onboarding

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Onboarding

Automatically populate your HubSpot meeting links in Arrows tasks

Onboarding

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Onboarding

Calculate an average customer satisfaction rating

Customer Success

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Customer Success

Show a pipeline tag when customers are stuck on a task in onboarding

Onboarding

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Onboarding

Get visibility into customers that are set to go live this month

Onboarding

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Onboarding

Track time in stage for your onboarding pipeline

Onboarding

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Onboarding

Kick off a successful sales-to-onboarding handoff in HubSpot

Onboarding

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Onboarding

Create HubSpot properties to track renewal data and automate workflows

Customer Success

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Customer Success

Educate and activate your new signups

Customer Success

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Customer Success

Create HubSpot pipelines for each customer lifecycle stage

Operations

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Operations

Invite your customers to a Slack Connect channel during onboarding

Onboarding

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Onboarding

Keep data in sync between associated objects in HubSpot

Operations

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Operations

Automate your internal onboarding kickoff process

Onboarding

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Onboarding

Calculate an account utilization metric in HubSpot

Operations

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Operations

Automatically create a renewal deal in HubSpot

Customer Success

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Customer Success

Show a pipeline tag when a customer's onboarding target date is coming up

Onboarding

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Onboarding

Automatically share customer insights with product teams in Slack

Customer Success

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Customer Success

Keep your customer's goals at the forefront of your onboarding strategy

Sales

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Sales

Make specific people "marketing contacts" before sending automated emails

Operations

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Operations

Set up Slack alerts to notify teams about customer progress

Onboarding

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Onboarding

Automatically populate HubSpot Quote links in your Arrows tasks

HungryHungry

Sales

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Sales

Automatically Identify At-Risk Deals in HubSpot Using Grain Call Recordings

Sales

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Sales

Build a High-Intent Lead List with Wistia and HubSpot

Marketing

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Marketing

Sign Agreements and Kick Off Onboarding With HubSpot, Arrows, and PandaDoc

Wistia

Sales

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Sales

Nurture your new customers through the first critical weeks post go-live

PandaDoc

Customer Success

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Customer Success

Configure HubSpot deal and ticket records for customer success

HungryHungry

Customer Success

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Customer Success

Streamline Lead Follow-Up Calling By Integrating Aircall and HubSpot

Sales

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Sales

Confirm your customer's goals during onboarding

Aircall

Onboarding

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Onboarding

Collect your customer's brand guidelines during onboarding

Onboarding

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Onboarding

Require critical properties to be filled out between pipeline stages

Operations

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Operations

Ask customers for a referral at the end of onboarding

Onboarding

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Onboarding