Navigate Through Your Projects with Advanced Reporting
Welcome to our newest feature, the new GuideCX
Navigator Reporting Engine.
No client onboarding platform has reporting like we do. Especially for enterprise-level onboarding.
- Pull revenue forward
- The standard for measuring onboarding
- GuideCX’s Intelligent Forecasting Algorithm
- And much more!
Identify Project Trends
Recognizes project trends and further helps identify bottlenecks through advanced reporting:
- Why there are consistently late processes
- Why there are consistently early processes
- Who’s in charge of these projects
Evaluate Projected Onboarding Revenue
- Identify onboarding projects that will bring billing forward
- Address projected late revenue
- See revenue on hold
Forecast Project End Dates
Automatically identify what projects are early or late with.
Schedule Report Delivery
To the right people at the right time.
Improve Your Onboarding Process
- Analyze your most successful onboarding templates
- A/B test your different onboarding processes
What Our Customers Are Saying
Experience it for yourself!
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strategy and advice.