Onboarding reporting and visibility built for scale

Get real-time visibility across every onboarding and implementation project so you can surface blockers early, understand project health at scale, and act before delays turn into customer frustration or churn.

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Reporting that powers predictable, repeatable onboarding

Track onboarding progress at scale

See the status of every onboarding and implementation project in one place. Understand what’s complete, what’s in progress, and what’s blocked without chasing updates.

Surface risk before it becomes churn

Identify at-risk onboarding projects early using real-time signals from completion, engagement, and activity so you can intervene before issues escalate.

Understand operational impact

Go beyond task status to understand output, efficiency, and time spent across onboarding, giving leaders the insight needed to scale with confidence.

Stop churn before it starts

When onboarding is spread across spreadsheets, PM tools, Slack, and email, visibility breaks down. LaunchBay centralizes onboarding reporting into a single system of record, giving you real-time insight into progress, blockers, and risk.

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Reporting built for operators

LaunchBay provides real-time visibility into every client onboarding project, showing what’s complete, what’s pending, and what’s blocked. Track progress, spot risks early, and step in when needed with clear, real-time reporting across all client onboarding work.

See onboarding status at scale

Get a matrix-style view across all onboarding projects created from the same template. Instantly see what’s complete, in progress, or stuck without opening individual projects.

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Act early instead of reacting late

Automated health scores surface at-risk onboarding projects based on completion, engagement, and activity so you can intervene early without relying on gut checks or waiting for escalation.

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Measure operational impact, not just activity

Understand output, automation impact, and estimated time and cost savings across onboarding so you can quantify operational ROI instead of assuming it.

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Clear visibility into time spent during onboarding

Your team tracks time directly inside onboarding tasks without spreadsheets or tool switching. Filter by project or date and export clean reports for billing, forecasting, or resource planning.

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“Before LaunchBay, we would spend over four hours per client tracking down onboarding information. Now, that entire process takes just 15 minutes."
Lloyd Boolkin
Wirely
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Reviewers Agree: LaunchBay Delivers

Frequently Asked Questions (FAQs)

How does LaunchBay’s onboarding reporting work?
LaunchBay centralizes onboarding data from tasks, workflows, and client activity into a single system of record. Reporting updates automatically as work is completed, giving teams real-time insight into progress, project health, and operational impact without manual check-ins or status meetings.
What’s the difference between LaunchBay's reporting and traditional project management software reporting?
Traditional project management reporting focuses on internal team tasks and collaboration. It often overlooks critical work that clients are responsible for, such as signing contracts, submitting forms, providing files, or completing approvals. LaunchBay's reporting tracks both internal and client-owned work in one system, exposing blockers before onboarding stalls or churn risk increases.
What is onboarding reporting?
Onboarding reporting gives teams real-time visibility into the progress, health, and performance of client onboarding and implementation projects. Instead of relying on spreadsheets or manual updates, onboarding reporting shows what’s complete, what’s blocked, and where risk is building so teams can act early and prevent delays or churn.
How does onboarding reporting help reduce churn?
Onboarding reporting helps reduce churn by surfacing risk early. LaunchBay highlights stalled tasks, low engagement, and unhealthy projects before customers become frustrated. This allows teams to intervene proactively instead of reacting after issues escalate or churn signals appear.
Can LaunchBay reporting scale across dozens or hundreds of onboarding projects?
Yes. LaunchBay’s reporting is built for scale. Matrix-style progress views, automated health scores, and aggregated reporting allow teams to manage dozens or hundreds of onboarding and implementation projects without increasing manual oversight or headcount.
What metrics can I track with LaunchBay’s onboarding reporting?
LaunchBay’s onboarding reporting provides real-time visibility into key operational metrics, including onboarding progress, project health, and at-risk clients. Teams can track productivity, automation impact, and estimated time and cost savings to understand operational ROI, as well as time spent during onboarding for billing, forecasting, and resource planning. All metrics are centralized in a single system and update automatically as work progresses.

The smarter way to onboard clients

Replace scattered tools with one automated, branded platform built for visibility, consistency, and trust.

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