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8 Essential Reports Your HubSpot Onboarding Dashboard Needs

Stop flying blind with your customer onboarding. Here's exactly how to set up a HubSpot dashboard that shows you metrics that actually matter for making your onboarding program work.

9 essential HubSpot reports to measure sales room performance

Allow customers to pay to get started with onboarding

Steal this Arrows task example to get customers to pay for your tool as the first step in your onboarding process

Analyze your closed-lost sales calls with ChatGPT to improve win rates

Steal this ChatGPT prompt to run an analysis of your recent closed-lost sales deals

Ask customers for a referral at the end of onboarding

Steal this Arrows task example to incentivize customers to send a referral at the end of your onboarding process

Ask customers to leave a review at the end of your onboarding process

Steal this Arrows task example to capture reviews from your customers as one of the final steps in your onboarding plan

Auto-summarize your next step using HubSpot’s OpenAI workflow action

Steal this HubSpot workflow to automatically summarize the buyer’s next step in your deals using OpenAI and write the result back to the deal record for quick pipeline review context.

Automate your internal onboarding kickoff process

Steal this HubSpot workflow to automate the process of getting your new customer's onboarding process successfully kicked off internally

Automatically complete an Arrows task when a customer pays their invoice

Steal this Arrows task setup to automatically complete a "Pay your invoice" task when a property status is updated in HubSpot

Automatically complete an Arrows task when a customer signs their PandaDoc agreement

Steal this Arrows task setup to automatically complete a "Sign your agreement" task when a property status is updated in HubSpot

Automatically create a renewal deal in HubSpot

Steal this HubSpot workflow to automatically create a new renewal deal when a sales deal is closed won

Automatically Create Handoff Notes from Sales to Onboarding in HubSpot Using Fathom

Automatically escalate "at risk" accounts in HubSpot

Steal this HubSpot workflow to nudge customers that are falling behind and notify your team to reach out

Automatically Identify At-Risk Deals in HubSpot Using Grain Call Recordings

Steal this HubSpot report to surface at-risk deals in the final stages of your sales pipeline for manual review by an AE or sales manager using data from the Grain call recordings.

Automatically move customers through your onboarding pipeline in HubSpot

Steal this workflow to automatically update your pipeline stage based on customer activity.

Automatically populate HubSpot Quote links in your Arrows tasks

Steal this HubSpot workflow and Arrows task setup to automatically populate HubSpot Quote URLs inside your Arrows tasks

Automatically populate Stripe payment links in an Arrows onboarding task

Automatically populate your HubSpot meeting links in Arrows tasks

Steal this HubSpot workflow and Arrows task setup to populate different meeting links in your onboarding plan

Automatically send AI meeting summaries to HubSpot

Make sure your HubSpot records are always up to date with customer information from meetings using Grain.

Automatically share customer insights with product teams in Slack

Average Days to Onboarding Completion: Track and Improve Your Onboarding Efficiency in HubSpot

Build a customer health score in HubSpot

Steal these 5 steps (and calculated properties) to build a health score that's customized for your business in HubSpot

Build a High-Intent Lead List with Wistia and HubSpot

Steal this HubSpot list setup to identify and engage high-intent leads using detailed webinar and video engagement data from Wistia.

Build momentum in your kickoff call follow up emails

Steal this email template to follow up after your next customer kickoff call.

Building an Onboarding Command Center in HubSpot

Build an Onboarding Command Center in HubSpot to give your team seamless access to essential information and the ability to take action—all from a single, centralized view.

Calculate an account utilization metric in HubSpot

Steal this calculated property to build an account utilization metric in HubSpot

Calculate an average customer satisfaction rating

Steal this HubSpot workflow to calculate an average satisfaction rating across all contacts at a company

Collect customer feedback at the end of your onboarding process

Steal this Arrows task example to ask customers to leave feedback about your onboarding process so you can continue to learn and iterate

Collect your customer's brand guidelines during onboarding

Steal this Arrows task template to streamline the process of gathering essential branding files and documents from your customers.

Compare deal performance with and without sales rooms in HubSpot

Steal this HubSpot report setup to compare closed-won deal performance when using Arrows sales rooms versus when you don’t.

Configure HubSpot company records for customer success

Steal this company record configuration to optimize your HubSpot account for customer success

Configure HubSpot deal and ticket records for customer success

Steal this HubSpot deal or ticket record setup for your onboarding and customer success processes

Confirm your customer's goals during onboarding

Steal this Arrows task example to make sure you're understanding your customer's goals at the beginning of your onboarding process

Create a “Today’s Date” property for time-based reporting

Steal these automated workflows to create a "Today's Date" property in HubSpot

Create a personalized Arrows sales room for every prospect with HubSpot workflows

Steal this HubSpot workflow to automatically create a personalized digital sales room for each of the deals in your pipeline

Create a renewal pipeline using HubSpot deals

Steal this HubSpot deal pipeline setup to manage your renewal deals for customer success

Create contacts in HubSpot based on Arrows form field responses

Steal this HubSpot workflow to automatically create contacts based on your customer's form field responses in Arrows forms

Create HubSpot pipelines for each customer lifecycle stage

Steal these HubSpot pipeline setup tips as inspiration to delineate a clear process for each stage of your customer journey

Create HubSpot properties to track renewal data and automate workflows

Steal this HubSpot property setup to track critical renewal data that's need to automate and report on your renewals process

Create subsequent renewal deals in your HubSpot renewal pipeline

Steal this HubSpot workflow to automatically create new renewal deals once the first renewal deal has been moved to closed won

Create the right Arrows plan for each customer segment

Steal this HubSpot workflow to automatically segment your customers and create an Arrows plan based on that data

Educate and activate your new signups

Steal this HubSpot workflow to automatically educate and activate new signups using product data

Find open HubSpot deals with no recent sales room engagement

Steal this HubSpot report setup to quickly spot open deals with no recent sales room activity.

Find out what went wrong in your last discovery call with ChatGPT

Get kickoff calls scheduled quickly with Arrows and HubSpot

Steal this HubSpot workflow to make sure your onboarding kickoff calls get booked promptly after a deal closes.

Get visibility into customers that are set to go live this month

Steal this HubSpot workflow using Arrows plan data to see all customers with target dates in the next 30 days

Get visibility into onboarding activity with a HubSpot custom report

Steal this HubSpot report that uses Arrows onboarding plan data to provide real-time insight into your customer's progress and identify potential bottlenecks.

Have ChatGPT help you prepare for your final closing call and handle any objection

Identify active deals without a sales room attached in HubSpot

Steal this HubSpot report setup to spot active deals that don’t yet have a sales room attached.

Identify and support customers stuck in onboarding

Steal this HubSpot workflow to unblock your stuck customers in onboarding with customized slack reminders, HubSpot tasks, and automated follow-ups in real-time .

Integrate product data with HubSpot using Hightouch

Steal this setup to integrate product usage data (or any other data from an external system) into HubSpot for reporting and driving behavior based actions at scale

Introduce your onboarding plan to customers

Steal these email templates to send to customers when introducing their onboarding plan

Invite your customers to a Slack Connect channel during onboarding

Steal this Arrows task example to invite your customers to join a Slack Connect channel during your onboarding process

Keep data in sync between associated objects in HubSpot

Steal this HubSpot workflow to keep custom property data in sync between associated objects

Keep your customer's goals at the forefront of your onboarding strategy

Steal this HubSpot property setup to ensure your team is collecting your customer's goals during the sales process and sharing them back during onboarding.

Keep your kickoff calls focused on strategy, not information gathering

Steal this automated workflow in HubSpot to avoid spending valuable face-time with customers collecting basic info on your kickoff calls.

Kick off a successful sales-to-onboarding handoff in HubSpot

Steal this HubSpot workflow to kick off a successful handoff from sales to onboarding and make sure nothing slips through the cracks in HubSpot

Make specific people "marketing contacts" before sending automated emails

Steal this HubSpot workflow to automatically create marketing contacts based on specific criteria

Measure Average Onboarding Completion Over Time Inside HubSpot

Measure deal velocity with Arrows sales rooms in HubSpot

Steal this HubSpot report setup to track how fast deals with sales rooms are closing month over month.

Move renewal deals through your pipeline based on their upcoming renewal date

Steal this HubSpot workflow to automatically move deals through your renewal pipeline based on the number of days until the renewal date

Nurture your new customers through the first critical weeks post go-live

Steal this HubSpot pipeline setup and workflow to keep close tabs on your new customers during their first few weeks post-onboarding.

Onboarding by Status & Start Month: Track Your Onboarding Plan Success in HubSpot

Onboarding by Status and Rep: Monitor In-Flight Plans and Team Workload in HubSpot

Onboarding Tickets Closed by Rep: Measure Team Performance at a Glance in HubSpot

Proactively notify your sales team and drive renewals

Steal this automated workflow to proactively loop in your sales team when existing accounts take high-intent actions to drive renewals and upsells in HubSpot.

Prompt customers to schedule kickoff calls during onboarding

Steal this Arrows task example to allow your customers to easily schedule their kickoff calls at the beginning of your onboarding process

Prompt your customers to sign an agreement to kick off the onboarding process

Steal this Arrows task example to give your customers an easy way to sign their agreement or contract at the beginning of the onboarding process

Quickly identify “customer health” with emojis

Steal this automated workflow to quickly identify the “health” of your accounts in HubSpot.

Report on renewal revenue by type and year in HubSpot

Steal this HubSpot report to track and understand your recurring renewal revenue

Report On Revenue Breakdown in HubSpot Deals

Steal this HubSpot report to track the breakdown of revenue in your HubSpot deals 📊

Request access to your customer's accounts during onboarding

Steal this Arrows task example to gain access to any customer accounts that are necessary for your onboarding process

Require critical properties to be filled out between pipeline stages

Steal this HubSpot required property framework to capture critical datapoints at different points in the customer journey

See which sales reps drive the most sales room views

Steal this HubSpot report setup to compare total sales room views across your sales reps.

Send AI-meeting summaries to a Slack channel

Add Grain to your customer meetings and integrate AI-meeting summaries with your Slack workspace.

Set up an automation to celebrate your long-term customers

Steal this HubSpot workflow to automatically celebrate and reward long-term customers who have been with your business for over a year.

Set up Slack alerts to notify teams about customer progress

Steal this this HubSpot workflow to automatically send Slack notifications to your teams when customers make progress during onboarding.

Share training or how-to videos during your onboarding process

Steal this Arrows task example to ask customers to watch training or informational videos as a part of your onboarding process

Show a pipeline tag when a customer's onboarding target date is coming up

Steal this HubSpot pipeline tag setup to add a tag to a deal or ticket when your customer has an upcoming target date in their onboarding plan

Show a pipeline tag when a customer's onboarding task is overdue

Steal this HubSpot pipeline tag setup to add a tag to a deal or ticket when your customer has an overdue tasks in their Arrows onboarding plan

Show a pipeline tag when customers are stuck on a task in onboarding

Steal this HubSpot pipeline tag setup to add a tag to a deal or ticket when your customer has been stuck on an onboarding task for more than 7 days

Show a pipeline tag when customers haven't viewed your onboarding plan

Steal this HubSpot pipeline tag setup to add a tag to a deal or ticket when your customer has never viewed your onboarding plan

Show your customer's health score trends with emojis

Steal this HubSpot workflow to show the trend of your customer's health scores.

Sign Agreements and Kick Off Onboarding With HubSpot, Arrows, and PandaDoc

Steal this workflow to get agreements signed and kickoff calls scheduled faster by connected HubSpot, Arrows, and PandaDoc

Stay on Top of Customers with Overdue Onboarding Tasks in HubSpot

Steal this HubSpot report to keep track of customers with overdue tasks in their Arrows onboarding plan

Streamline Lead Follow-Up Calling By Integrating Aircall and HubSpot

Steal this workflow to streamline your sales follow up process and save your reps time with Aircall and HubSpot

Track active deals by sales room activity level in HubSpot

Steal this HubSpot report setup to instantly see which active deals are hot, engaged, stalled, or unopened.

Track close rate by number of unique sales room visitors in HubSpot

Steal this HubSpot report setup to measure how the number of unique sales room visitors correlates with close rates.

Track Onboarding Health in HubSpot and Stay Ahead of At-Risk Customers

Track sales room adoption by sales rep in HubSpot

Steal this HubSpot report setup to track sales room adoption across your reps and flag deals missing a sales room.

Track sales room views across active deals in HubSpot

Steal this HubSpot report setup to see which active deals have the most (or least) sales room views.

Track the status of your Arrows onboarding plans

Steal this HubSpot report to visualize the status (active, complete, failed, or archived) of all your Arrows onboarding plans

Track time in stage for your onboarding pipeline

Steal this HubSpot report to track the amount of time customers spend in each stage of your onboarding pipeline

Track Time to Onboarding Kickoff: Measure Speed and Momentum Post-Sale

Steal this HubSpot workflow and report to how long it takes your customers to schedule their onboarding kickoff calls

Understand CSMs capacity for onboarding customers

Steal this HubSpot reporting setup to quickly understand who has capacity (and who doesn’t) to support customers during onboarding.

Use ChatGPT to analyze competitor mentions in your sales calls

Steal this ChatGPT prompt to analyze how prospects discuss your competitors and train your sales team to handle common objections more effectively.

Use ChatGPT to uncover missed qualification opportunities in your discovery calls

Steal this ChatGPT prompt to analyze your recent discovery calls and coach you toward better deal qualification moving forward.

What’s driving your closed-won deals? Use ChatGPT to find out.

Steal this ChatGPT prompt to analyze your closed-won deals and uncover repeatable sales success patterns.