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

Understanding how your onboarding team is performing is essential for improving processes and ensuring consistent customer outcomes. This report shows how many onboarding plans each rep has closed and whether those plans were successfully completed or failed.

By visualizing rep-level performance in HubSpot, you can:

• Recognize top performers.
• Identify where additional support or process changes may be needed.
• Spot trends in completed vs. failed plans.

Here’s how to set it up:

Step 1: Create 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 onboarding tickets that are closed:

• Pipeline: Onboarding (or your relevant pipeline).
• Arrows Plan Status: Failed or Complete.

These filters ensure the report only includes tickets that have reached a final status.

Step 3: Configure the Bar Chart

1. Chart Type: Select the Vertical Bar chart.
2. X-Axis: Ticket Owner (or the property you use to track reps).
3. Break Down By: Arrows Plan Status (Complete, Failed).
4. Y-Axis: Count of Tickets.

What This Report Tells You

This report provides a clear view of each rep’s onboarding performance:

• Ticket Owner: Shows individual reps responsible for closing onboarding tickets.
• Arrows Plan Status: Breaks down results into Complete vs. Failed plans.
• Count of Tickets: Highlights the volume of onboarding plans managed by each rep.

By analyzing this data, you can:

• Celebrate reps who consistently close plans successfully.
• Offer coaching or process improvements for reps with higher failed plan rates.
• Monitor team performance over time to ensure consistent outcomes for customers.

Track Team Performance and Drive Results

With this report on your HubSpot dashboard, you’ll have a clear view of individual rep performance and onboarding outcomes. By keeping an eye on completed vs. failed plans, you can ensure your onboarding team is set up for success.

Set up the Onboarding Tickets Closed by Rep report today to track, analyze, and improve team performance.

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