Onboarding progress

1 Not started → 5 Onboarding complete

What this tool does

Use onboarding progress to organize customer success data before returning it to your spreadsheet.

Starting definition

• 1 — Not started: Onboarding is explicitly not started, or no completed step is stated.
• 2 — Setup started: At least one account setup step is explicitly completed.
• 3 — Core setup complete: Core setup is explicitly complete, but no successful use of the main workflow is stated.
• 4 — First workflow complete: Core setup and at least one successful use of the main workflow are explicitly complete.
• 5 — Onboarding complete: Setup and the main workflow are complete, and the customer explicitly confirms onboarding completion.

Make it fit your work

Select relevant source columns. Edit the categories, rubric, or condition, preview 20 rows, and adjust the review threshold. Corrections and threshold changes never consume credits.

Example data

Explore the fictional dataset or download 1,000 rows.

Limits

Suggestions can be wrong. Confidence is a review signal, not a guarantee. These tools organize information for human review.

Enable JavaScript to use the interactive spreadsheet tool.