Steal this HubSpot report to keep track of customers with overdue tasks in their Arrows onboarding plan
In a perfect world, customers would complete every onboarding task on time (or even early). But sometimes, customers fall behind and need a little extra nudge or support to stay on track.
This report helps you quickly identify customers with overdue tasks on their Arrows onboarding plans, so you can step in and provide the guidance they need to succeed.
To focus on overdue onboarding tasks, set the following filters:
These filters ensure you’re only seeing active onboarding plans with overdue tasks.
Include the following properties (or any other that are relevant) to make your report actionable:
This table will give you a clean, actionable list of customers with overdue tasks, alongside task details and ownership.
Within the report editor, click on Chart settings, and then configure whatever thresholds you want to represent customers that need to be flagged. Here's an example of the thresholds I set up for the Time on Task property:
Save the report and add it to your HubSpot onboarding dashboard to make it easily accessible for daily or weekly reviews.
This report gives you a clear, actionable list of customers who need support. You can:
By staying on top of overdue onboarding tasks, you can:
With this report, your team will always know which customers are falling behind and where they need support. Set it up today to take a proactive approach to onboarding success!
Not sure where to start? Download the 7 playbooks you need to scale across the customer journey.