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

Steal this HubSpot workflow using Arrows plan data to see all customers with target dates in the next 30 days

Use this template in Arrows
Get visibility into customers that are set to go live this month
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Many onboarding teams have a set timeframe where they're working to get customers up and running. If you have a longer onboarding process, you may want to keep track of all customers that have target dates that are coming up this month so your team knows who to help over the finish line.

Create this simple report to show a list of all customers with target dates coming up in the next 30 days.

Here's how it works:

1. Create new HubSpot properties

To receive real-time data from our Arrows onboarding plan we’ll add:

  • Arrows Task Completion %
  • Arrows Day to Target Date
  • Arrows Current Phase
  • Arrows Plan Status
2. Set up Arrows data sync

We'll integrate Arrows to sync data into the properties we just created in HubSpot.

3. Create a new report

From the Reports page, select “Create Report” and select the Single object report type using Deals or Tickets.

4. Set your filters for the report

In this example, we'll filter by Create date, Pipeline, Arrows Days to Target Date, and Arrows Plan Status.

5. Add your data to the report

Search and select each of the properties we added plus the Deal owner property to include them in our report.

6. Select your visualization

Select the unsummarized data table visualization type for this report.

7. Save report & add to dashboard

Add your report to a dashboard to improve your team’s visibility.

8. Review your report dashboard

View the finalized report in your HubSpot dashboard and see all customers with upcoming target dates.

Use this report for a daily or weekly standup to understand which customers are set to go live soon, and make sure they're on track to hit that goal.

Use this template in Arrows

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