Onboarding Pipeline Dashboard

Post-sale clients for account manager handoff, onboarding execution, and recurring TBR tracking.

Dashboard Outside Sales Account Management Service

Account Manager Dashboard Back To CRM Dashboard

Scope: -- Onboarding Clients: -- Onboarding MRR: --

Account Management Metrics

Sales close data stays in the CRM pipeline. These KPIs focus on post-sale onboarding and TBR cadence.

Onboarding Clients

Assigned To AM

Kickoff Scheduled

Go-Live Complete

30-Day Review Complete

Account Managed

TBR Scheduled

TBR Overdue

Recommended targets: 100% assigned within 2 business days, kickoff scheduled within 7 days, go-live within 30 days, 30-day review completed for every onboarded client, and TBR set on every managed account.

Filters

Filter by account manager, onboarding stage, year scope, and free-text search.

Account Manager

Onboarding Stage

Year Scope

Onboarding Pipeline Clients

Live view of onboarding clients in the CRM workspace. Assign account managers and track onboarding milestones.

Company / Contact	Sales Owner	Account Manager	Onboarding Stage	MRR	Kickoff	Go-Live	30-Day Review	Next TBR	Next Action	Actions

Onboarding and CRM are synchronized via the shared workspace store.