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

To manage a smooth onboarding process, it’s critical to keep track of where each customer stands in the pipeline and ensure workloads are balanced across your team. This report gives you a clear view of all in-flight onboarding plans by pipeline stage while showing how many plans each rep is actively managing.

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Here’s how to set it up in HubSpot:

Step 1: Build the Report in HubSpot

1. Go to Reports > Reports > Create Report.
2. Select the Custom Report Builder.
3. Choose Tickets as your primary data source.

Step 2: Apply Filters

To focus on in-progress onboarding plans:

• Pipeline: Onboarding (or your relevant onboarding pipeline)

Step 3: Configure the Bar Chart

1. Chart Type: Select Vertical Bar.
2. X-Axis: Ticket Status (to display pipeline stages)
3. Y-Axis: Count of Tickets
4. Break Down By: Ticket Owner (to group tickets by rep)

What This Report Tells You

This report provides two key insights at a glance:

1. In-Flight Status:
   • See how many onboarding plans are currently in each stage of your pipeline (e.g., Active, Waiting, Completed, etc.).
   • Identify any stages where plans may be piling up or getting stuck.
2. Rep Workload:
   • Understand how many onboarding plans each rep is actively managing.
   • Spot workload imbalances and redistribute plans if needed to keep the team productive.

Use This Report to Improve Onboarding Operations

By regularly reviewing this report, you can:

• Proactively address bottlenecks in specific pipeline stages.
• Ensure reps are managing a balanced number of in-flight onboarding plans.
• Identify opportunities to improve efficiency and throughput across the team.

Set up your Onboarding by Status and Rep report today to keep your onboarding process moving forward and ensure every customer gets the attention they need.

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