Your goal with Arrows is likely to get your customers to complete all the steps in their onboarding plans within a given time period. Use this report to keep track of the status of those plans so your team can visualize their progress, with the ultimate goal of getting all plans to the "complete" status.
We'll integrate Arrows to sync data onboarding plan data from Arrows to HubSpot
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 pie chart 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 onboarding plans by plan status.
🌟 Bonus tip - filter this report by a date field like create date, close date, or Arrows Target Date to visualize plan status in for a specific time period like this month, this quarter, etc.
Explore easy-to-setup templates to kickstart your onboarding process in no time.View all templates