Introducing Our New Navigator Reporting Engine 

By GuideCX
Dec 22, 2021

As the premier purpose-built solution for the new client implementation process, GuideCX has announced our highly anticipated debut of the Navigator Reporting Engine. 

Featuring never-before-seen insights into a business’s health resulting from onboarding, the enterprise reporting tool will allow project managers to measure and optimize their strategies from end to end, thus scaling to new heights and driving profitability.


A Clear Outline to Success

Presented by way of six new dashboards, the most important—and often neglected—components of a project are shown front and center. The customer onboarding system offers an advanced forecasting algorithm to provide a detailed analysis of critical data like those customers who are likely to finish onboarding late and those who are projected to finish early. Revenue that’s been successfully onboarded as well as late revenue or revenue placed on hold is thoroughly outlined.

Using a filtering system, users can sort their projects by onboarding project plans or product offerings in addition to using already established tags for origin region and country. Setting themselves up for future success, project managers can also compare and contrast their most successful past projects while ensuring that a scheduled report delivery is sent to everyone within the organization. Managers and leadership also have access to automated reports of each component of data, eliminating the need to organize imperfect statistics into spreadsheets and emails. With each component combined together, a project’s health is easily identifiable with a chance to correct any blind spots.


Making a First Impression for the Long-Term

With the GuideCX team understanding that onboarding is vital to the new customer experience and overall journey, the Navigator Reporting Engine is designed to shorten the distance between insight and action. By breaking down the exact costs, timelines and resulting effects that onboarding and implementation are responsible for, a business’s customer experience, retention, churn, and cash flow are guided by the tool into a positive direction.

“You only get one opportunity to make a first impression of your products and services and that starts with the customer onboarding process,” said Harris Clarke, chief operating officer at GuideCX. “With the Navigator Reporting Engine and the ability to analyze a project’s health, once you can see what needs to be acted on, you can get it done quickly and set all those involved up for long-term success.”

With standard metrics and forecasting data, the Navigator Reporting Engine is designed to serve as a purpose-built tool for all facets of the onboarding process. Additionally, businesses will also reap the overall added benefits of creating a better experience for all internal and customer teams, thus changing the future of enterprise reporting forever. 


See our press release.

Recent Articles

The Importance of a Customer Success Plan

Did you know that simply increasing customer retention rates by 5 percent increases profits by 25 to 95 percent for an organization? The high-ROI act of engaging and retaining a client begins with the client onboarding process.  However, well-executed customer...

Customer Success vs. Customer Service: What’s the Difference?

You probably interact with a customer service representative on an almost daily basis. Picking up a coffee on your way to work, shopping at the grocery store, or calling your internet provider when the internet is down are all examples of you receiving service as a...

GuideCX Appoints Cody Irwin as Vice President of Product

As we continue our growth as the nation’s premier client onboarding platform, GuideCX® is expanding our team. To help us continue to propel our vision forward, we have appointed Cody Irwin as vice president of product. The role will see Irwin concentrating on the ever-expanding vision and strategy of GuideCX while ensuring a seamless transition to market and, above all else, a second-to-none customer experience.