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

When it comes to onboarding, understanding how plans progress over time is critical to improving your process and delivering a better customer experience. This report gives you a clear view of how many onboarding plans are active, complete, or failed each month.

If you’re using Arrows for onboarding, you can automatically create and sync the Arrows Plan Status property in HubSpot to make tracking even easier. Here’s how to sync properties with Arrows.

The best part? It only takes a few minutes to set up this report.

Why This Report Matters

This report helps you:

• See how many onboarding plans are starting each month.
• Track the percentage of plans that are active, complete, or failed over time.
• Spot trends in failed or stalled plans so you can proactively improve your process.

The goal is simple: more completed onboarding plans, fewer failed plans.

How to Set Up the Report in HubSpot

Here’s a quick step-by-step guide to get you up and running:

1. Create a Custom Report in HubSpot

• Go to Reports > Reports > Create Report in HubSpot.
• Select Custom Report Builder.

(Note: In this example, we’re using tickets for onboarding, but you can adapt this to whatever object you use for onboarding.)

2. Filter Your Report

• Under Filters, set your data to only show records in your onboarding pipeline.
  • Example filter: Pipeline = Onboarding Pipeline

3. Configure Your Report

• Chart Type: Select the Vertical Bar chart.
• X-Axis:
  • Choose Create date.
  • Set the frequency to Monthly.
• Y-Axis:
  • Choose Count of tickets (or your chosen object).
• Break Down By:
  • Select Arrows Plan Status

4. Save and Add the Report to Your Dashboard

• Give the report a clear name, like Onboarding by Status & Start Month.
• Add it to your onboarding dashboard for easy access.

What You’ll See in the Report

Your report will show a bar chart with:

• Months along the X-axis (when onboarding plans were started).
• Count of onboarding plans on the Y-axis.
• Bars broken down by Arrows Plan Status (Active, Complete, Failed).

This makes it easy to:

• Monitor how many onboarding plans are started each month.
• Track progress and identify patterns in successful vs. failed plans.

Why Tracking Failed Plans is Key

While we all aim for 100% successful onboarding, there will inevitably be some plans that fail. By tracking these over time, you can:

• Identify common reasons for failure.
• Proactively address bottlenecks in your onboarding process.
• Improve customer outcomes by making adjustments based on real data.

Start Tracking Onboarding Progress Today

With this report, you’ll have a clear view of your onboarding performance and where to focus your efforts. By combining Arrows for onboarding with HubSpot reporting, you can make data-driven decisions to improve your onboarding process over time.

Ready to get started? Sync your Arrows Plan Status properties with HubSpot and set up your report today.