ADVANCED REPORTING
Empower your onboarding teams through data.
GUIDEcx reports are designed to shorten the distance between insight and action. Dig into project trends and bottlenecks to proactively manage customers’ onboarding experience.
Forecast Revenue
Pipeline
Track active projects and associated revenue. See when projects are scheduled to be completed; drive additional pipeline if needed or make process shifts to recognize revenue tied to late projects sooner.
Project Health
Keep a pulse on project status and on-hold revenue. Identify at-risk projects (not yet late, but forecasted to become late), so your team can mitigate risk and adjust workflows to recognize revenue as planned.
Improve Onboarding Efficiency
Template Analyzer
Identify areas for improvement in your templates and take action when building to optimize performance. Add estimated hours, include task descriptions for more clarity, streamline tasks through dependencies, adjust durations on commonly late tasks, etc.
Status Change Reasons
Answer why a project deadline has shifted by setting custom Groups and reasons for delays. View aggregated data in the Status Change Reason Report to pinpoint reasons commonly leading to delays and implement changes to improve efficiency.
“GCx solves the problem of quickly iterating toward a better and better onboarding process. I can quickly change templates and get useful real-time reporting like 5 Longest Duration Tasks, allowing me to drill down and eliminate waste.”
-Patrick Laney, CEO/COO of Grubbrr
Analyze Profits & Costs
Time Tracking
Know what your onboarding costs you through Time Tracking reports. Analyze billable and non-billable time across tasks, projects, templates, and employees. Identify tasks that most commonly come in over budget and cost averages to provide more accurate customer estimates. Drive profitability by assessing and addressing inefficiencies in areas of your process.
“GUIDEcx helps us track our onboarding duration and the amount of time we spend on projects. This helps us with workload availability and assignments. They have really enhanced their reporting capabilities over the past few years, helping us have better insight into what’s working and what can be improved with our processes.”
-Paul Ventresca, Manager of Implementations SaaSOptics
Track Customer Sentiment
CSAT Survey & Report
Improve your onboarding process through customer feedback. Measure satisfaction throughout onboarding with the GUIDEcx CSAT tool. Uncover high-level trends around what is working well and what isn’t, address issues with customers at the moment, implement process changes to deliver better service, and evangelize happy customers.
“The Zonos ProServ team is extremely pleased with the results of GUIDEcx’s automated CSAT surveys. Our CSAT response rate has tripled since the automation, making it a valuable customer-insight tool for our team.”
Build Custom Reports
Does your team want additional reporting built to match your unique workflows? Our expert team of GUIDEs can help build custom reporting based on any GUIDEcx data fields.
Powerful, Purposeful, Seamless Integrations
GUIDEcx offers robust integrations with over 1,000 applications, allowing you to increase automation and simplify project management. Seamlessly connect your existing tools and systems to GUIDEcx, enabling efficient data exchange and reducing customer manual efforts.
What Our Customers Are Saying on G2
We GUIDE The World’s Leading Brands:
Over 300,000 projects completed on GUIDEcx.
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 unparalleled professional resources and unwavering commitment to excellence support our industry-leading customer onboarding solution.
