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

If your team is focused on reducing the time it takes to onboard new customers, you need a clear way to measure progress toward your goals. Whether you're working to cut onboarding time from  or simply monitor team performance, this report gives you a real-time view of where things stand within a set time period.

Here’s how to set it up in HubSpot using Arrows onboarding data.

Why This Report Matters

Tracking your average days to onboarding completion (sometimes called time to value) helps you:

• Monitor how efficiently your team is moving customers through onboarding
• Visualize progress toward time-based goals
• Identify areas where onboarding timelines can be improved

With a clear gauge of your team’s performance, you can set benchmarks and work toward consistently reducing onboarding time.

How to Set Up the Report in HubSpot

Follow these quick steps to create the report:

1. Create a Custom Report

• Go to Reports > Reports > Create Report.
• Select Custom Report Builder and choose Tickets as your data source.

2. Apply Your Filters

To focus the report on completed onboarding plans within a specific timeframe:

• Pipeline: Onboarding (or your specific onboarding pipeline).
• Close Date: Less than 90 days ago.
• Arrows Plan Status: Complete.

This ensures the report reflects recently completed onboarding plans, giving you an accurate view of current team performance.

3. Choose the Gauge Chart Type

• Under Chart Type, select the Gauge chart.
• Value: Set to Average (Days to Onboarding Plan Completion).

The gauge will display the average number of days it takes to complete an onboarding plan based on the filtered data.

4. Customize the Gauge Chart

Click on Chart Settings to align the gauge with your team’s goals. For example:

Green: 0–20 days (target range).

• Yellow: 21–30 days (approaching target).
• Red: 31+ days (needs improvement).

Customizing these ranges provides a quick, visual way to see if your team is on track.

What This Report Tells You

This report gives you a clear view of your team’s average onboarding time, allowing you to:

• Measure progress against your team’s target goals
• Identify trends and determine if timelines are improving or slipping
• Hold your team accountable for reducing onboarding time while delivering a quality experience

For example, if your team’s target is 20 days, but the gauge shows an average of 28 days, you know where to focus your efforts.

Visualize Progress in Real Time

With this report added to your HubSpot onboarding dashboard, your team can see at a glance how they’re performing and where adjustments may be needed.

Set up your Average Days to Onboarding Completion report today to keep your team focused, efficient, and improving!

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