In a perfect world, your customers will complete every single onboarding task you assign them either early or on time. Occasionally, you will run into a few customers that need a little extra help or guidance along the way.
Here's a simple report that will show you all customers with overdue tasks on their Arrows onboarding plan, so you know which customers to nudge and offer extra support.
We'll integrate Arrows to sync Arrows plan data into HubSpot
Here are the properties we'll need for this report:
From the Reports page, select “Create Report” and select the Single object report type using Deals or Tickets.
In this example, we'll filter by Create date, Arrows Overdue Tasks, and Pipeline.
Search and select each of the properties we added plus the Deal owner property to include them in our report.
Select the unsummarized data table visualization type for this report.
Add your report to a dashboard to improve your team’s visibility.
View the finalized report in your HubSpot dashboard and see all customers with overdue tasks. You can filter this report by deal or ticket owner or any other HubSpot property such as last contacted.
Use this report for a daily or weekly standup to understand which customers are falling behind or need a little extra help.
Explore easy-to-setup templates to kickstart your onboarding process in no time.View all templates