Navigate Through Your Projects with Advanced Reporting

Presented by way of six new dashboards, a project’s most important—and often neglected—components 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 and late revenue or revenue placed on hold is thoroughly outlined.

Project Management Software

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, the tool guides a business’s customer experience, retention, churn, and cash flow 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 reap the overall benefits of creating a better experience for all internal and customer teams, thus changing the future of enterprise reporting forever. 

Utilize Tools Designed for Forecasting

Having an advanced intelligent algorithm can help you predict the end dates for projects and goals. That’s not something spreadsheets can do. So much manual labor goes into calculating averages for different teams, types of projects, and client onboarding. If you’re already behind in annual forecasting, the last thing you need to do is spend time manually calculating these numbers for your own company.

“If you’re running an onboarding team, [forecasting] is the data you need to see,” says Harris Clark, Chief Operating Officer at GUIDEcx. “The goal of these reports is to shorten the gap between insight and action, helping you not only see what needs attention, but quickly act on it as well. Now, with GUIDEcx you not only have a purpose-built tool for onboarding your new customers, but you also have standard metrics and forecasting, empowering you to create a better experience for your customers and your internal teams.”

GUIDEcx Onboarding Advanced Reporting Features

Identify Project Trends

Recognizes project trends and further helps identify bottlenecks through advanced reporting:

Identify Project Trends
Navigator Reporting Engine: Evaluate Projected Onboarding Revenue

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.

Forecast Project End Dates
Schedule Report Delivery

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
Project Plan

Powerful, Purposeful, Seamless Integrations

Connect 1,000+ applications to GUIDEcx so you can increase automation and keep projects simple.

What Our Customers Are Saying on G2

GUIDEcx reviews sourced by G2

Talk With A Guide Today! 

Discover how GUIDEcx can help you improve efficiency by reducing your customer onboarding timeline and increasing the capacity of your project managers. Our industry-leading customer onboarding solution is supported by our unparalleled professional resources and unwavering commitment to excellence.