Track the status of your Arrows onboarding plans

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.

Here's how it works:

1. Set up your Arrows data sync

We'll integrate Arrows to sync data onboarding plan data from Arrows to HubSpot

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3. Create a new report

From the Reports page, select “Create Report” and select the Single object report type using Deals or Tickets.

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4. Set your filters for the report

In this example, we'll filter by Create date, Arrows Overdue Tasks, and Pipeline.

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5. Add your data to the report

Search and select each of the properties we added plus the Deal owner property to include them in our report.

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6. Select your visualization

Select the pie chart visualization type for this report.

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7. Save report & add to dashboard

Add your report to a dashboard to improve your team’s visibility.

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8. Review your report dashboard

View the finalized report in your HubSpot dashboard and see all onboarding plans by plan status.

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🌟 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.