See what’s slowing onboarding—and fix it.
Shorten the distance between insight and action. Dig into project trends and bottlenecks to proactively manage your customers’ onboarding experience.
CASE STUDY
43%
decrease in onboarding time
BUILT-IN REPORTS
Turn data into a diagnostic tool
Leverage built-in reporting to track project performance, identify common blockers, improve process efficiency, and ensure every customer’s onboarding is smooth and successful.
Key Features:
BUSINESS INTELLIGENCE TOOLING
Slice, dice, and analyze projects on your terms
Customize layouts and create dashboards in your own analytics environment. Drag & drop from hundreds of charts in our library, or define totally new visualizations from scratch in seconds.
Key Features:
AI GUIDANCE
Unlock data insights with AI
Our AI assistant intelligently guides you through your data analysis with natural-language conversation, contextualized insights, and meaningful visualizations. Get an actionable pulse on business health and the metrics that matter most.
Key Features:
CUSTOMER SENTIMENT
Turn customer feedback into better onboarding
Send CSAT surveys to capture feedback throughout onboarding. Understand what’s working, fix issues as they arise, and make improvements that delight customers and strengthen your process.
Key Features:
EMBEDDED ANALYTICS
Take action within your workflows
Inline analytics provide health scores, risk alerts, and mitigation guidance, allowing project managers to make course corrections in real time to prevent project setbacks.
Key Features:
SCHEDULED INSIGHTS
Stay proactively informed
Keep key metrics top of mind and in focus. Set a recurring cadence for email delivery of any report, and set reporting thresholds so you are notified any time a metric falls behind.
Key Features:
