REPORTING

Track results, uncover insights, enhance continuously

Get real-time insights and actionable data to equip your team to track progress, optimize workflows, and ensure every customer’s onboarding experience is exceptional and set for success.

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Turn data into direction

Get clear insights at every step, removing the guesswork to create smooth, impactful onboarding experiences that scale.

 

Intuitive Onboarding: Guiding Customers and Teams to Success at Every Step

Create experiences customers actually want to engage in, with proactive, step-by-step direction that reduces work and builds trust and partnerships.

Time Tracking

Instant Insights

Automated reports and live updates offer timely visibility, helping you make quicker, data-driven decisions.

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Enhanced Clarity

Real-time data and custom dashboards provide clear, actionable insights that keep teams aligned and informed.

Project Velocity

Consistent Success

Standardized reporting provides clear insights to consistently improve and deliver faster customer value.
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CUSTOMIZABLE DASHBOARDS

See what matters most

Set up personalized dashboards to quickly access key metrics that align with your goals, making data-driven decisions faster and easier.

AUTOMATED REPORTING & NOTIFICATIONS

Stay informed, effortlessly

Get scheduled reports and timely notifications, keeping your team and stakeholders aligned on project progress without manual effort.

 

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WORKFLOW & TASK PERFORMANCE ANALYSIS

Optimize for success

Gain insights into workflow efficiency and task completion rates to continuously improve your customer onboarding strategy and delivery.

 

 

OnRamp standard reporting includes:

 

Intuitive Onboarding: Guiding Customers and Teams to Success at Every Step

Create experiences customers actually want to engage in, with proactive, step-by-step direction that reduces work and builds trust and partnerships.

TIME-TO-ONBOARD REPORT

Deliver value, faster

Track onboarding duration to measure performance against targets, helping you streamline processes and get customers to value sooner.

 

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Project+Task Mgmt_Status, Progress, On-time performance at a Glance

PROJECT VELOCITY REPORT

Boost efficiency

Monitor average completion times across playbooks to identify high-performing workflows and refine for optimal speed and consistency.

 

“The speed in which we want to onboard and the goal of delighting our customers more is what brought us to OnRamp.”

Nicole Arevalo, Account Director, Taylor Corporation

PROJECT STATUS OVERVIEW REPORT

Stay proactively informed

Stay in control and on pace with real-time project insights. Set up custom views to track task progress, due dates, and overall status exactly how you need to see it.

 

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Bottleneck Report

BOTTLENECK DETECTION REPORT

Uncover and resolve obstacles

Identify bottlenecks with ease by pinpointing workflows that slow down onboarding, so you can address issues and keep projects running smoothly.

 

CUSTOMER FEEDBACK REPORT

Continuously enhance experience

Capture feedback at critical onboarding stages to gain insights, make immediate adjustments, and enhance your customer experience.

 

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Ready to see what’s possible?

We’d love 30 minutes to show how to get your customers to their value destination faster.